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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,175 | $97,125-36.0% | $86,233-27.9% | $137,256-54.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 14.33% | 74.19%-59.9pp | 61.39%-47.1pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,254 | $2,841-55.9% | $2,504-49.9% | $4,156-69.8% |
| Participant deferral / active EE | $17,236 | $5,180+232.8% | $4,559+278.0% | $6,407+169.0% |
| Admin fee / account holder | $145 | $9,725-98.5% | $8,342-98.3% | $12,270-98.8% |