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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,974 | $124,980-77.6% | $108,359-74.2% | $154,746-81.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 18.51% | 45.00%-26.5pp | 36.89%-18.4pp | 172.34%-153.8pp |
| Employer contribution / active EE | $1,090 | $2,851-61.8% | $2,399-54.6% | $4,379-75.1% |
| Participant deferral / active EE | $2,465 | $4,743-48.0% | $4,137-40.4% | $6,730-63.4% |
| Admin fee / account holder | $69 | $11,502-99.4% | $9,741-99.3% | $14,365-99.5% |