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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,120 | $97,125-75.2% | $86,233-72.0% | $137,256-82.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 22.40% | 74.19%-51.8pp | 61.39%-39.0pp | 220.34%-197.9pp |
| Employer contribution / active EE | $1,910 | $2,841-32.8% | $2,504-23.8% | $4,156-54.1% |
| Participant deferral / active EE | $4,728 | $5,180-8.7% | $4,559+3.7% | $6,407-26.2% |
| Admin fee / account holder | $152 | $9,725-98.4% | $8,342-98.2% | $12,270-98.8% |