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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,845 | $115,903-78.6% | $100,528-75.3% | $158,966-84.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 28.41% | 34.80%-6.4pp | 30.90%-2.5pp | 302.95%-274.5pp |
| Employer contribution / active EE | $2,970 | $4,105-27.7% | $3,419-13.1% | $4,762-37.6% |
| Participant deferral / active EE | $6,915 | $6,677+3.6% | $6,271+10.3% | $5,983+15.6% |
| Admin fee / account holder | $3 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |