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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,110 | $157,276-75.1% | $141,177-72.3% | $152,885-74.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.98% | 64.33%-42.4pp | 71.40%-49.4pp | 345.39%-323.4pp |
| Employer contribution / active EE | $4,932 | $5,262-6.3% | $4,736+4.1% | $4,763+3.5% |
| Participant deferral / active EE | $9,151 | $7,110+28.7% | $6,710+36.4% | $5,851+56.4% |
| Admin fee / account holder | $154 | $12,123-98.7% | $10,263-98.5% | $11,598-98.7% |