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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,326 | $139,948-81.2% | $121,663-78.4% | $154,746-83.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 18.04% | 230.52%-212.5pp | 147.54%-129.5pp | 172.34%-154.3pp |
| Employer contribution / active EE | $2,066 | $3,521-41.3% | $3,020-31.6% | $4,379-52.8% |
| Participant deferral / active EE | $3,833 | $5,629-31.9% | $4,887-21.6% | $6,730-43.0% |
| Admin fee / account holder | $0 | $17,321-100.0% | $14,289-100.0% | $14,365-100.0% |