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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,615 | $95,406+3.4% | $185,849-46.9% | $85,847+14.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.99% | 23.59%-11.6pp | 122.10%-110.1pp | 318.61%-306.6pp |
| Employer contribution / active EE | $2,494 | $3,314-24.7% | $5,169-51.7% | $2,565-2.8% |
| Participant deferral / active EE | $4,263 | $3,424+24.5% | $5,569-23.4% | $3,952+7.9% |
| Admin fee / account holder | $17 | $7,214-99.8% | $16,244-99.9% | $6,261-99.7% |