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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,782 | $110,248-88.4% | $95,728-86.6% | $139,456-90.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 37.35% | 27.16%+10.2pp | 28.40%+8.9pp | 373.45%-336.1pp |
| Employer contribution / active EE | $2,206 | $3,258-32.3% | $2,835-22.2% | $4,753-53.6% |
| Participant deferral / active EE | $5,488 | $4,675+17.4% | $4,245+29.3% | $6,711-18.2% |
| Admin fee / account holder | $111 | $6,607-98.3% | $5,673-98.1% | $11,407-99.0% |