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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,902 | $166,020-74.8% | $164,866-74.6% | $145,959-71.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.03% | 100.08%-91.1pp | 69.97%-60.9pp | 561.95%-552.9pp |
| Employer contribution / active EE | $12,148 | $5,275+130.3% | $4,343+179.7% | $4,661+160.6% |
| Participant deferral / active EE | $3,411 | $6,961-51.0% | $6,033-43.5% | $6,689-49.0% |
| Admin fee / account holder | $171 | $16,644-99.0% | $12,689-98.7% | $13,398-98.7% |