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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,001 | $69,248-69.7% | $64,101-67.2% | $139,466-84.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 26.95% | 45.95%-19.0pp | 33.72%-6.8pp | 373.66%-346.7pp |
| Employer contribution / active EE | $3,449 | $3,185+8.3% | $2,749+25.5% | $4,754-27.4% |
| Participant deferral / active EE | $6,622 | $4,682+41.4% | $3,881+70.6% | $6,712-1.3% |
| Admin fee / account holder | $67 | $4,247-98.4% | $3,070-97.8% | $11,409-99.4% |