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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,917 | $97,125-72.3% | $86,233-68.8% | $137,256-80.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.99% | 74.19%-57.2pp | 61.39%-44.4pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,525 | $2,841-46.3% | $2,504-39.1% | $4,156-63.3% |
| Participant deferral / active EE | $2,401 | $5,180-53.7% | $4,559-47.3% | $6,407-62.5% |
| Admin fee / account holder | $67 | $9,725-99.3% | $8,342-99.2% | $12,270-99.5% |