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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,903 | $183,516-85.9% | $155,534-83.3% | $145,884-82.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.86% | 61.43%-48.6pp | 64.92%-52.1pp | 551.85%-539.0pp |
| Employer contribution / active EE | $1,208 | $5,315-77.3% | $4,675-74.2% | $4,662-74.1% |
| Participant deferral / active EE | $2,961 | $6,467-54.2% | $5,630-47.4% | $6,690-55.7% |
| Admin fee / account holder | $263 | $19,293-98.6% | $15,900-98.3% | $13,392-98.0% |