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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,437 | $106,923-72.5% | $84,023-65.0% | $152,909-80.7% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 23.56% | 105.02%-81.5pp | 71.32%-47.8pp | 345.46%-321.9pp |
| Employer contribution / active EE | $1,175 | $2,735-57.0% | $1,984-40.8% | $4,764-75.3% |
| Participant deferral / active EE | $6,880 | $4,013+71.5% | $3,239+112.4% | $5,851+17.6% |
| Admin fee / account holder | $229 | $8,289-97.2% | $6,102-96.2% | $11,601-98.0% |