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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,439 | $72,071-64.7% | $68,368-62.8% | $137,256-81.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.20% | 353.14%-335.9pp | 292.57%-275.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,864 | $2,788+2.7% | $2,649+8.1% | $4,156-31.1% |
| Participant deferral / active EE | $4,258 | $4,410-3.4% | $4,123+3.3% | $6,407-33.5% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |