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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,366 | $165,584-79.2% | $142,942-76.0% | $137,256-75.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 18.13% | 164.22%-146.1pp | 113.70%-95.6pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,921 | $4,725-59.3% | $4,139-53.6% | $4,156-53.8% |
| Participant deferral / active EE | $6,633 | $8,194-19.1% | $7,128-7.0% | $6,407+3.5% |
| Admin fee / account holder | $97 | $16,167-99.4% | $12,475-99.2% | $12,270-99.2% |