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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,759 | $124,980-79.4% | $108,359-76.2% | $154,746-83.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 18.81% | 45.00%-26.2pp | 36.89%-18.1pp | 172.34%-153.5pp |
| Employer contribution / active EE | $2,142 | $2,851-24.9% | $2,399-10.7% | $4,379-51.1% |
| Participant deferral / active EE | $3,378 | $4,743-28.8% | $4,137-18.3% | $6,730-49.8% |
| Admin fee / account holder | $60 | $11,502-99.5% | $9,741-99.4% | $14,365-99.6% |