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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,478 | $141,001-86.2% | $112,228-82.6% | $139,487-86.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.37% | 32.75%-15.4pp | 30.23%-12.9pp | 373.84%-356.5pp |
| Employer contribution / active EE | $5,567 | $4,285+29.9% | $3,432+62.2% | $4,755+17.1% |
| Participant deferral / active EE | $11,282 | $5,877+91.9% | $4,800+135.0% | $6,713+68.1% |
| Admin fee / account holder | $112 | $9,959-98.9% | $7,752-98.6% | $11,407-99.0% |