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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,204 | $157,304-80.2% | $141,197-77.9% | $152,909-79.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.39% | 64.34%-39.0pp | 71.41%-46.0pp | 345.46%-320.1pp |
| Employer contribution / active EE | $2,607 | $5,263-50.5% | $4,736-45.0% | $4,764-45.3% |
| Participant deferral / active EE | $11,782 | $7,111+65.7% | $6,710+75.6% | $5,851+101.4% |
| Admin fee / account holder | $101 | $12,126-99.2% | $10,265-99.0% | $11,601-99.1% |