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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,910 | $183,592-82.1% | $155,574-78.8% | $145,877-77.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.33% | 61.37%-46.0pp | 64.87%-49.5pp | 551.28%-536.0pp |
| Employer contribution / active EE | $5,287 | $5,317-0.6% | $4,676+13.1% | $4,663+13.4% |
| Participant deferral / active EE | $2,954 | $6,466-54.3% | $5,629-47.5% | $6,691-55.8% |
| Admin fee / account holder | $138 | $19,316-99.3% | $15,914-99.1% | $13,402-99.0% |