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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,324 | $98,760-73.3% | $149,715-82.4% | $79,858-67.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.85% | 27.43%-9.6pp | 276.66%-258.8pp | 31.72%-13.9pp |
| Employer contribution / active EE | $2,745 | $3,217-14.7% | $4,645-40.9% | $2,471+11.1% |
| Participant deferral / active EE | $5,354 | $5,681-5.8% | $6,842-21.8% | $3,740+43.1% |
| Admin fee / account holder | $193 | $6,053-96.8% | $9,310-97.9% | $5,306-96.4% |