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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,216 | $102,638-45.2% | $81,991-31.4% | $158,966-64.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 23.63% | 61.05%-37.4pp | 41.31%-17.7pp | 302.95%-279.3pp |
| Employer contribution / active EE | $1,019 | $3,241-68.6% | $2,498-59.2% | $4,762-78.6% |
| Participant deferral / active EE | $2,189 | $4,649-52.9% | $3,722-41.2% | $5,983-63.4% |
| Admin fee / account holder | $25 | $8,237-99.7% | $5,665-99.6% | $11,250-99.8% |