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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,131 | $96,524-79.1% | $75,900-73.5% | $152,909-86.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 17.47% | 33.93%-16.5pp | 30.73%-13.3pp | 345.46%-328.0pp |
| Employer contribution / active EE | $3,104 | $3,311-6.2% | $2,501+24.1% | $4,764-34.8% |
| Participant deferral / active EE | $7,989 | $4,554+75.4% | $3,604+121.7% | $5,851+36.5% |
| Admin fee / account holder | $147 | $8,082-98.2% | $5,421-97.3% | $11,601-98.7% |