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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,863 | $97,125-75.4% | $86,233-72.3% | $137,256-82.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.04% | 74.19%-58.1pp | 61.39%-45.3pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,423 | $2,841-49.9% | $2,504-43.2% | $4,156-65.8% |
| Participant deferral / active EE | $2,600 | $5,180-49.8% | $4,559-43.0% | $6,407-59.4% |
| Admin fee / account holder | $244 | $9,725-97.5% | $8,342-97.1% | $12,270-98.0% |