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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,278 | $117,433-74.2% | $99,475-69.6% | $152,897-80.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 23.62% | 31.87%-8.3pp | 30.72%-7.1pp | 345.43%-321.8pp |
| Employer contribution / active EE | $2,564 | $3,013-14.9% | $2,540+1.0% | $4,764-46.2% |
| Participant deferral / active EE | $6,517 | $4,086+59.5% | $3,619+80.1% | $5,851+11.4% |
| Admin fee / account holder | $175 | $7,634-97.7% | $6,252-97.2% | $11,599-98.5% |