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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,386 | $149,778-83.1% | $118,946-78.7% | $158,966-84.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 14.01% | 19.95%-5.9pp | 35.89%-21.9pp | 302.95%-288.9pp |
| Employer contribution / active EE | $1,332 | $4,117-67.6% | $3,263-59.2% | $4,762-72.0% |
| Participant deferral / active EE | $6,517 | $5,225+24.7% | $4,266+52.8% | $5,983+8.9% |
| Admin fee / account holder | $260 | $8,604-97.0% | $6,581-96.1% | $11,250-97.7% |