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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,487 | $97,125-76.8% | $86,233-73.9% | $137,256-83.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.26% | 74.19%-55.9pp | 61.39%-43.1pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,775 | $2,841-37.5% | $2,504-29.1% | $4,156-57.3% |
| Participant deferral / active EE | $7,496 | $5,180+44.7% | $4,559+64.4% | $6,407+17.0% |
| Admin fee / account holder | $272 | $9,725-97.2% | $8,342-96.7% | $12,270-97.8% |