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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,885 | $132,099-74.3% | $115,599-70.7% | $138,895-75.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 18.97% | 176.76%-157.8pp | 111.10%-92.1pp | 145.39%-126.4pp |
| Employer contribution / active EE | $2,222 | $3,416-35.0% | $2,955-24.8% | $4,194-47.0% |
| Participant deferral / active EE | $6,794 | $5,617+21.0% | $4,889+38.9% | $6,396+6.2% |
| Admin fee / account holder | $198 | $15,650-98.7% | $12,841-98.5% | $12,562-98.4% |