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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,085 | $124,980-78.3% | $108,359-75.0% | $154,746-82.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 44.39% | 45.00%-0.6pp | 36.89%+7.5pp | 172.34%-127.9pp |
| Employer contribution / active EE | $1,380 | $2,851-51.6% | $2,399-42.5% | $4,379-68.5% |
| Participant deferral / active EE | $2,677 | $4,743-43.6% | $4,137-35.3% | $6,730-60.2% |
| Admin fee / account holder | $63 | $11,502-99.5% | $9,741-99.4% | $14,365-99.6% |