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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,560 | $127,296-76.8% | $109,907-73.1% | $167,536-82.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 21.97% | 22.97%-1.0pp | 29.46%-7.5pp | 478.82%-456.8pp |
| Employer contribution / active EE | $2,824 | $3,325-15.1% | $2,844-0.7% | $4,839-41.6% |
| Participant deferral / active EE | $3,609 | $4,513-20.0% | $4,047-10.8% | $6,342-43.1% |
| Admin fee / account holder | $294 | $7,119-95.9% | $6,069-95.2% | $12,315-97.6% |