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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,175 | $95,975-70.6% | $74,549-62.2% | $135,379-79.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 20.28% | 56.96%-36.7pp | 32.53%-12.2pp | 519.79%-499.5pp |
| Employer contribution / active EE | $2,290 | $2,716-15.7% | $1,961+16.8% | $4,779-52.1% |
| Participant deferral / active EE | $6,422 | $3,844+67.1% | $3,108+106.6% | $5,609+14.5% |
| Admin fee / account holder | $5 | $6,522-99.9% | $5,059-99.9% | $10,828-99.9% |