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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,176 | $106,918-75.5% | $84,021-68.8% | $152,897-82.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 19.15% | 105.01%-85.9pp | 71.32%-52.2pp | 345.43%-326.3pp |
| Employer contribution / active EE | $2,243 | $2,735-18.0% | $1,984+13.1% | $4,764-52.9% |
| Participant deferral / active EE | $4,287 | $4,012+6.9% | $3,239+32.4% | $5,851-26.7% |
| Admin fee / account holder | $211 | $8,288-97.5% | $6,102-96.5% | $11,599-98.2% |