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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,437 | $106,894-72.5% | $84,016-65.0% | $152,870-80.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 23.56% | 104.99%-81.4pp | 71.31%-47.7pp | 345.34%-321.8pp |
| Employer contribution / active EE | $1,175 | $2,734-57.0% | $1,983-40.8% | $4,763-75.3% |
| Participant deferral / active EE | $6,880 | $4,011+71.5% | $3,239+112.4% | $5,850+17.6% |
| Admin fee / account holder | $229 | $8,286-97.2% | $6,101-96.2% | $11,597-98.0% |