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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,487 | $99,053-77.3% | $88,179-74.5% | $138,895-83.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 18.26% | 78.17%-59.9pp | 64.97%-46.7pp | 145.39%-127.1pp |
| Employer contribution / active EE | $1,775 | $2,882-38.4% | $2,549-30.4% | $4,194-57.7% |
| Participant deferral / active EE | $7,496 | $5,225+43.5% | $4,614+62.5% | $6,396+17.2% |
| Admin fee / account holder | $272 | $8,748-96.9% | $7,673-96.5% | $12,562-97.8% |