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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,708 | $183,516-80.5% | $155,534-77.0% | $145,884-75.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.79% | 61.43%-48.6pp | 64.92%-52.1pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,998 | $5,315-62.4% | $4,675-57.3% | $4,662-57.1% |
| Participant deferral / active EE | $3,555 | $6,467-45.0% | $5,630-36.9% | $6,690-46.9% |
| Admin fee / account holder | $66 | $19,293-99.7% | $15,900-99.6% | $13,392-99.5% |