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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,218 | $124,980-78.2% | $108,359-74.9% | $154,746-82.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 20.94% | 45.00%-24.1pp | 36.89%-16.0pp | 172.34%-151.4pp |
| Employer contribution / active EE | $2,464 | $2,851-13.6% | $2,399+2.7% | $4,379-43.7% |
| Participant deferral / active EE | $5,748 | $4,743+21.2% | $4,137+38.9% | $6,730-14.6% |
| Admin fee / account holder | $69 | $11,502-99.4% | $9,741-99.3% | $14,365-99.5% |