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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,174 | $98,240-74.4% | $82,312-69.4% | $147,586-82.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.72% | 30.85%-11.1pp | 25.88%-6.2pp | 578.59%-558.9pp |
| Employer contribution / active EE | $2,975 | $3,192-6.8% | $2,428+22.5% | $4,876-39.0% |
| Participant deferral / active EE | $4,349 | $4,383-0.8% | $3,706+17.3% | $5,439-20.0% |
| Admin fee / account holder | $40 | $8,563-99.5% | $5,608-99.3% | $10,886-99.6% |