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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,553 | $77,416-67.0% | $69,464-63.2% | $152,897-83.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 17.98% | 39.08%-21.1pp | 28.98%-11.0pp | 345.43%-327.4pp |
| Employer contribution / active EE | $2,735 | $3,315-17.5% | $2,779-1.6% | $4,764-42.6% |
| Participant deferral / active EE | $1,440 | $4,413-67.4% | $3,536-59.3% | $5,851-75.4% |
| Admin fee / account holder | $158 | $6,208-97.5% | $3,840-95.9% | $11,599-98.6% |