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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,619 | $166,089-83.4% | $164,928-83.3% | $145,978-81.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.63% | 100.26%-83.6pp | 70.08%-53.5pp | 550.52%-533.9pp |
| Employer contribution / active EE | $2,823 | $5,276-46.5% | $4,343-35.0% | $4,662-39.4% |
| Participant deferral / active EE | $8,030 | $6,961+15.4% | $6,034+33.1% | $6,690+20.0% |
| Admin fee / account holder | $202 | $16,641-98.8% | $12,684-98.4% | $13,400-98.5% |