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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,149 | $61,125-50.7% | $94,057-67.9% | $87,485-65.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 20.17% | 35.20%-15.0pp | 480.62%-460.5pp | 26.06%-5.9pp |
| Employer contribution / active EE | $2,318 | $2,136+8.5% | $2,933-21.0% | $2,596-10.7% |
| Participant deferral / active EE | $6,584 | $3,260+102.0% | $4,709+39.8% | $4,274+54.1% |
| Admin fee / account holder | $114 | $5,629-98.0% | $7,244-98.4% | $7,775-98.5% |