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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,130 | $132,634-81.1% | $115,768-78.3% | $137,256-81.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 15.38% | 160.70%-145.3pp | 100.46%-85.1pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,828 | $3,360-15.8% | $2,940-3.8% | $4,156-31.9% |
| Participant deferral / active EE | $3,508 | $5,619-37.6% | $4,917-28.6% | $6,407-45.2% |
| Admin fee / account holder | $241 | $15,028-98.4% | $12,439-98.1% | $12,270-98.0% |