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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,902 | $166,242-74.8% | $165,071-74.6% | $145,884-71.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.03% | 100.44%-91.4pp | 70.17%-61.1pp | 551.85%-542.8pp |
| Employer contribution / active EE | $12,148 | $5,283+130.0% | $4,347+179.4% | $4,662+160.6% |
| Participant deferral / active EE | $3,411 | $6,964-51.0% | $6,035-43.5% | $6,690-49.0% |
| Admin fee / account holder | $171 | $16,658-99.0% | $12,695-98.7% | $13,392-98.7% |