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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,948 | $124,980-82.4% | $108,359-79.7% | $154,746-85.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.59% | 45.00%-31.4pp | 36.89%-23.3pp | 172.34%-158.7pp |
| Employer contribution / active EE | $1,293 | $2,851-54.7% | $2,399-46.1% | $4,379-70.5% |
| Participant deferral / active EE | $5,021 | $4,743+5.9% | $4,137+21.4% | $6,730-25.4% |
| Admin fee / account holder | $66 | $11,502-99.4% | $9,741-99.3% | $14,365-99.5% |