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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,227 | $114,013-83.1% | $103,693-81.5% | $155,188-87.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 25.59% | 49.31%-23.7pp | 47.61%-22.0pp | 148.84%-123.2pp |
| Employer contribution / active EE | $1,497 | $3,131-52.2% | $2,920-48.7% | $4,248-64.8% |
| Participant deferral / active EE | $5,903 | $4,970+18.8% | $4,579+28.9% | $6,531-9.6% |
| Admin fee / account holder | $41 | $8,407-99.5% | $7,858-99.5% | $14,480-99.7% |