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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,945 | $106,918-77.6% | $84,021-71.5% | $152,897-84.3% |
| Participation rate | 85.0% | 75.2%+9.8pp | 69.0%+16.0pp | 82.5%+2.5pp |
| Annual return | 28.03% | 105.01%-77.0pp | 71.32%-43.3pp | 345.43%-317.4pp |
| Employer contribution / active EE | $2,210 | $2,735-19.2% | $1,984+11.4% | $4,764-53.6% |
| Participant deferral / active EE | $4,090 | $4,012+1.9% | $3,239+26.3% | $5,851-30.1% |
| Admin fee / account holder | $136 | $8,288-98.4% | $6,102-97.8% | $11,599-98.8% |