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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,994 | $97,125-76.3% | $86,233-73.3% | $137,256-83.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 21.74% | 74.19%-52.4pp | 61.39%-39.6pp | 220.34%-198.6pp |
| Employer contribution / active EE | $2,380 | $2,841-16.2% | $2,504-5.0% | $4,156-42.7% |
| Participant deferral / active EE | $2,975 | $5,180-42.6% | $4,559-34.8% | $6,407-53.6% |
| Admin fee / account holder | $57 | $9,725-99.4% | $8,342-99.3% | $12,270-99.5% |