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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,919 | $114,013-81.7% | $103,693-79.8% | $155,188-86.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 22.65% | 49.31%-26.7pp | 47.61%-25.0pp | 148.84%-126.2pp |
| Employer contribution / active EE | $1,971 | $3,131-37.0% | $2,920-32.5% | $4,248-53.6% |
| Participant deferral / active EE | $6,429 | $4,970+29.4% | $4,579+40.4% | $6,531-1.6% |
| Admin fee / account holder | $22 | $8,407-99.7% | $7,858-99.7% | $14,480-99.9% |