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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,088 | $160,040-84.3% | $147,096-82.9% | $145,877-82.8% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.4pp |
| Annual return | 15.20% | 98.49%-83.3pp | 419.75%-404.5pp | 551.28%-536.1pp |
| Employer contribution / active EE | $2,115 | $5,289-60.0% | $4,936-57.2% | $4,663-54.6% |
| Participant deferral / active EE | $8,021 | $8,429-4.8% | $8,071-0.6% | $6,691+19.9% |
| Admin fee / account holder | $38 | $15,050-99.7% | $13,005-99.7% | $13,402-99.7% |