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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,631 | $111,535-77.0% | $105,223-75.6% | $137,256-81.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.24% | 237.85%-224.6pp | 180.65%-167.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $3,799 | $3,939-3.6% | $3,689+3.0% | $4,156-8.6% |
| Participant deferral / active EE | $1,945 | $5,500-64.6% | $5,072-61.6% | $6,407-69.6% |
| Admin fee / account holder | $35 | $9,721-99.6% | $8,859-99.6% | $12,270-99.7% |