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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,020 | $157,304-75.8% | $141,197-73.1% | $152,909-75.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.18% | 64.34%-40.2pp | 71.41%-47.2pp | 345.46%-321.3pp |
| Employer contribution / active EE | $3,640 | $5,263-30.8% | $4,736-23.1% | $4,764-23.6% |
| Participant deferral / active EE | $8,603 | $7,111+21.0% | $6,710+28.2% | $5,851+47.0% |
| Admin fee / account holder | $290 | $12,126-97.6% | $10,265-97.2% | $11,601-97.5% |