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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,881 | $157,829-76.0% | $136,867-72.3% | $198,609-80.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 31.10% | 51.25%-20.1pp | 42.97%-11.9pp | 202.70%-171.6pp |
| Employer contribution / active EE | $4,395 | $3,923+12.0% | $3,547+23.9% | $5,055-13.1% |
| Participant deferral / active EE | $16,662 | $5,463+205.0% | $4,924+238.4% | $6,977+138.8% |
| Admin fee / account holder | $15 | $11,107-99.9% | $10,340-99.9% | $19,030-99.9% |