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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,653 | $147,556-81.9% | $129,031-79.3% | $198,609-86.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 18.65% | 37.41%-18.8pp | 34.67%-16.0pp | 202.70%-184.1pp |
| Employer contribution / active EE | $1,520 | $3,645-58.3% | $3,226-52.9% | $5,055-69.9% |
| Participant deferral / active EE | $13,301 | $5,760+130.9% | $5,217+155.0% | $6,977+90.6% |
| Admin fee / account holder | $73 | $15,467-99.5% | $13,208-99.4% | $19,030-99.6% |