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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,487 | $108,882-79.3% | $96,754-76.8% | $154,746-85.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 18.26% | 98.39%-80.1pp | 82.04%-63.8pp | 172.34%-154.1pp |
| Employer contribution / active EE | $1,775 | $3,018-41.2% | $2,679-33.8% | $4,379-59.5% |
| Participant deferral / active EE | $7,496 | $5,323+40.8% | $4,758+57.6% | $6,730+11.4% |
| Admin fee / account holder | $272 | $10,200-97.3% | $8,905-96.9% | $14,365-98.1% |