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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,645 | $148,623-87.5% | $135,974-86.3% | $139,466-86.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.74% | 79.30%-58.6pp | 68.30%-47.6pp | 373.66%-352.9pp |
| Employer contribution / active EE | $4,750 | $5,246-9.5% | $4,859-2.2% | $4,754-0.1% |
| Participant deferral / active EE | $5,000 | $8,103-38.3% | $7,760-35.6% | $6,712-25.5% |
| Admin fee / account holder | $103 | $12,406-99.2% | $10,767-99.0% | $11,409-99.1% |