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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,286 | $91,179-72.3% | $178,499-85.8% | $79,852-68.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 20.16% | 24.19%-4.0pp | 151.10%-130.9pp | 31.72%-11.6pp |
| Employer contribution / active EE | $2,797 | $3,256-14.1% | $5,011-44.2% | $2,471+13.2% |
| Participant deferral / active EE | $3,421 | $3,236+5.7% | $5,202-34.2% | $3,740-8.5% |
| Admin fee / account holder | $84 | $6,749-98.8% | $13,986-99.4% | $5,306-98.4% |