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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,908 | $176,402-85.3% | $134,162-80.7% | $158,966-83.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.49% | 63.66%-51.2pp | 36.35%-23.9pp | 302.95%-290.5pp |
| Employer contribution / active EE | $3,783 | $5,042-25.0% | $3,705+2.1% | $4,762-20.6% |
| Participant deferral / active EE | $4,335 | $4,093+5.9% | $3,500+23.9% | $5,983-27.5% |
| Admin fee / account holder | $84 | $8,719-99.0% | $6,685-98.7% | $11,250-99.3% |