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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,533 | $117,904-75.0% | $102,457-71.2% | $145,978-79.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.61% | 31.80%-14.2pp | 29.41%-11.8pp | 550.52%-532.9pp |
| Employer contribution / active EE | $1,775 | $3,613-50.9% | $3,022-41.3% | $4,662-61.9% |
| Participant deferral / active EE | $6,842 | $5,733+19.3% | $5,054+35.4% | $6,690+2.3% |
| Admin fee / account holder | $204 | $13,329-98.5% | $9,451-97.8% | $13,400-98.5% |