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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,585 | $106,247-79.7% | $96,515-77.6% | $139,466-84.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.82% | 38.47%-21.6pp | 35.73%-18.9pp | 373.66%-356.8pp |
| Employer contribution / active EE | $5,177 | $4,106+26.1% | $3,740+38.4% | $4,754+8.9% |
| Participant deferral / active EE | $5,177 | $5,456-5.1% | $4,880+6.1% | $6,712-22.9% |
| Admin fee / account holder | $214 | $7,885-97.3% | $6,735-96.8% | $11,409-98.1% |