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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,151 | $107,368-79.4% | $92,915-76.2% | $152,909-85.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 16.19% | 145.64%-129.5pp | 109.45%-93.3pp | 345.46%-329.3pp |
| Employer contribution / active EE | $6,231 | $4,222+47.6% | $3,653+70.6% | $4,764+30.8% |
| Participant deferral / active EE | $4,327 | $4,848-10.7% | $4,238+2.1% | $5,851-26.0% |
| Admin fee / account holder | $95 | $7,082-98.7% | $5,796-98.4% | $11,601-99.2% |