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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,280 | $124,980-78.2% | $108,359-74.8% | $154,746-82.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 20.99% | 45.00%-24.0pp | 36.89%-15.9pp | 172.34%-151.4pp |
| Employer contribution / active EE | $2,021 | $2,851-29.1% | $2,399-15.8% | $4,379-53.9% |
| Participant deferral / active EE | $6,735 | $4,743+42.0% | $4,137+62.8% | $6,730+0.1% |
| Admin fee / account holder | $108 | $11,502-99.1% | $9,741-98.9% | $14,365-99.2% |