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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,445 | $106,247-74.2% | $96,515-71.6% | $139,466-80.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.88% | 38.47%-17.6pp | 35.73%-14.9pp | 373.66%-352.8pp |
| Employer contribution / active EE | $2,967 | $4,106-27.7% | $3,740-20.7% | $4,754-37.6% |
| Participant deferral / active EE | $3,709 | $5,456-32.0% | $4,880-24.0% | $6,712-44.7% |
| Admin fee / account holder | $281 | $7,885-96.4% | $6,735-95.8% | $11,409-97.5% |