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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,753 | $106,236-74.8% | $96,496-72.3% | $139,427-80.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 25.68% | 38.43%-12.7pp | 35.70%-10.0pp | 373.27%-347.6pp |
| Employer contribution / active EE | $3,600 | $4,104-12.3% | $3,738-3.7% | $4,752-24.2% |
| Participant deferral / active EE | $6,600 | $5,455+21.0% | $4,879+35.3% | $6,711-1.7% |
| Admin fee / account holder | $31 | $7,879-99.6% | $6,731-99.5% | $11,404-99.7% |