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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,845 | $105,929-77.5% | $81,926-70.9% | $158,950-85.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 30.54% | 38.19%-7.6pp | 29.49%+1.1pp | 302.91%-272.4pp |
| Employer contribution / active EE | $1,518 | $7,802-80.5% | $4,310-64.8% | $4,762-68.1% |
| Participant deferral / active EE | $6,534 | $13,007-49.8% | $7,108-8.1% | $5,983+9.2% |
| Admin fee / account holder | $201 | $8,492-97.6% | $5,159-96.1% | $11,248-98.2% |