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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,048 | $110,410-75.5% | $102,437-73.6% | $145,897-81.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 37.68% | 24.85%+12.8pp | 24.95%+12.7pp | 552.29%-514.6pp |
| Employer contribution / active EE | $2,104 | $4,217-50.1% | $3,871-45.6% | $4,663-54.9% |
| Participant deferral / active EE | $4,129 | $5,622-26.6% | $5,060-18.4% | $6,689-38.3% |
| Admin fee / account holder | $19 | $9,745-99.8% | $8,388-99.8% | $13,390-99.9% |