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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,619 | $166,268-83.4% | $165,100-83.3% | $145,897-81.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.63% | 100.52%-83.9pp | 70.21%-53.6pp | 552.29%-535.7pp |
| Employer contribution / active EE | $2,823 | $5,284-46.6% | $4,348-35.1% | $4,663-39.4% |
| Participant deferral / active EE | $8,030 | $6,964+15.3% | $6,035+33.1% | $6,689+20.0% |
| Admin fee / account holder | $202 | $16,659-98.8% | $12,696-98.4% | $13,390-98.5% |