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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,053 | $157,829-82.2% | $136,867-79.5% | $198,609-85.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 20.54% | 51.25%-30.7pp | 42.97%-22.4pp | 202.70%-182.2pp |
| Employer contribution / active EE | $1,216 | $3,923-69.0% | $3,547-65.7% | $5,055-75.9% |
| Participant deferral / active EE | $6,176 | $5,463+13.1% | $4,924+25.4% | $6,977-11.5% |
| Admin fee / account holder | $39 | $11,107-99.6% | $10,340-99.6% | $19,030-99.8% |