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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,961 | $114,013-79.0% | $103,693-76.9% | $155,188-84.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 23.10% | 49.31%-26.2pp | 47.61%-24.5pp | 148.84%-125.7pp |
| Employer contribution / active EE | $2,300 | $3,131-26.5% | $2,920-21.2% | $4,248-45.9% |
| Participant deferral / active EE | $2,300 | $4,970-53.7% | $4,579-49.8% | $6,531-64.8% |
| Admin fee / account holder | $107 | $8,407-98.7% | $7,858-98.6% | $14,480-99.3% |