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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,695 | $114,119-80.1% | $107,187-78.8% | $138,895-83.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 11.56% | 273.21%-261.6pp | 204.55%-193.0pp | 145.39%-133.8pp |
| Employer contribution / active EE | $4,280 | $4,059+5.4% | $3,782+13.2% | $4,194+2.0% |
| Participant deferral / active EE | $2,490 | $5,538-55.0% | $5,096-51.1% | $6,396-61.1% |
| Admin fee / account holder | $25 | $10,024-99.8% | $9,162-99.7% | $12,562-99.8% |