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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,714 | $118,877-79.2% | $96,570-74.4% | $167,536-85.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 20.52% | 50.50%-30.0pp | 37.79%-17.3pp | 478.82%-458.3pp |
| Employer contribution / active EE | $2,196 | $3,121-29.6% | $2,357-6.8% | $4,839-54.6% |
| Participant deferral / active EE | $7,470 | $4,617+61.8% | $3,849+94.1% | $6,342+17.8% |
| Admin fee / account holder | $299 | $8,069-96.3% | $6,182-95.2% | $12,315-97.6% |