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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,624 | $154,365-87.3% | $130,231-84.9% | $139,466-85.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 27.43% | 30.53%-3.1pp | 38.86%-11.4pp | 373.66%-346.2pp |
| Employer contribution / active EE | $3,608 | $5,170-30.2% | $4,126-12.5% | $4,754-24.1% |
| Participant deferral / active EE | $5,029 | $8,498-40.8% | $6,799-26.0% | $6,712-25.1% |
| Admin fee / account holder | $109 | $9,214-98.8% | $6,020-98.2% | $11,409-99.0% |