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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,116 | $102,638-65.8% | $81,991-57.2% | $158,966-77.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 21.52% | 61.05%-39.5pp | 41.31%-19.8pp | 302.95%-281.4pp |
| Employer contribution / active EE | $2,548 | $3,241-21.4% | $2,498+2.0% | $4,762-46.5% |
| Participant deferral / active EE | $6,369 | $4,649+37.0% | $3,722+71.1% | $5,983+6.4% |
| Admin fee / account holder | $20 | $8,237-99.8% | $5,665-99.6% | $11,250-99.8% |