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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,050 | $102,638-61.0% | $81,982-51.1% | $158,982-74.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 10.05% | 61.05%-51.0pp | 41.31%-31.3pp | 302.99%-292.9pp |
| Employer contribution / active EE | $1,944 | $3,241-40.0% | $2,498-22.2% | $4,763-59.2% |
| Participant deferral / active EE | $2,192 | $4,649-52.8% | $3,722-41.1% | $5,983-63.4% |
| Admin fee / account holder | $105 | $8,237-98.7% | $5,665-98.1% | $11,252-99.1% |