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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,164 | $99,053-72.6% | $88,179-69.2% | $138,895-80.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 14.88% | 78.17%-63.3pp | 64.97%-50.1pp | 145.39%-130.5pp |
| Employer contribution / active EE | $2,463 | $2,882-14.5% | $2,549-3.4% | $4,194-41.3% |
| Participant deferral / active EE | $1,490 | $5,225-71.5% | $4,614-67.7% | $6,396-76.7% |
| Admin fee / account holder | $46 | $8,748-99.5% | $7,673-99.4% | $12,562-99.6% |