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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,541 | $157,296-74.9% | $141,191-72.0% | $152,897-74.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.38% | 64.34%-41.0pp | 71.41%-48.0pp | 345.43%-322.0pp |
| Employer contribution / active EE | $3,405 | $5,262-35.3% | $4,736-28.1% | $4,764-28.5% |
| Participant deferral / active EE | $9,760 | $7,111+37.3% | $6,710+45.5% | $5,851+66.8% |
| Admin fee / account holder | $169 | $12,125-98.6% | $10,264-98.4% | $11,599-98.5% |