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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,048 | $98,776-62.5% | $149,745-75.3% | $79,856-53.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.86% | 27.38%-11.5pp | 276.72%-260.9pp | 31.71%-15.9pp |
| Employer contribution / active EE | $3,401 | $3,217+5.7% | $4,646-26.8% | $2,471+37.6% |
| Participant deferral / active EE | $2,802 | $5,681-50.7% | $6,843-59.0% | $3,741-25.1% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |