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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,040 | $50,554-48.5% | $67,681-61.5% | $87,485-70.2% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 15.67% | 17.81%-2.1pp | 590.58%-574.9pp | 26.06%-10.4pp |
| Employer contribution / active EE | $2,176 | $1,988+9.5% | $2,678-18.7% | $2,596-16.2% |
| Participant deferral / active EE | $3,574 | $2,961+20.7% | $3,976-10.1% | $4,274-16.4% |
| Admin fee / account holder | $61 | $4,132-98.5% | $6,100-99.0% | $7,775-99.2% |