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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,956 | $99,053-46.5% | $88,179-39.9% | $138,895-61.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 29.51% | 78.17%-48.7pp | 64.97%-35.5pp | 145.39%-115.9pp |
| Employer contribution / active EE | $5,800 | $2,882+101.2% | $2,549+127.5% | $4,194+38.3% |
| Participant deferral / active EE | $5,800 | $5,225+11.0% | $4,614+25.7% | $6,396-9.3% |
| Admin fee / account holder | $20 | $8,748-99.8% | $7,673-99.7% | $12,562-99.8% |