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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,878 | $157,304-83.5% | $141,197-81.7% | $152,909-83.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.35% | 64.34%-40.0pp | 71.41%-47.1pp | 345.46%-321.1pp |
| Employer contribution / active EE | $2,524 | $5,263-52.0% | $4,736-46.7% | $4,764-47.0% |
| Participant deferral / active EE | $5,037 | $7,111-29.2% | $6,710-24.9% | $5,851-13.9% |
| Admin fee / account holder | $186 | $12,126-98.5% | $10,265-98.2% | $11,601-98.4% |