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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,177 | $152,592-79.6% | $125,180-75.1% | $152,885-79.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.61% | 54.84%-34.2pp | 43.79%-23.2pp | 345.39%-324.8pp |
| Employer contribution / active EE | $3,165 | $4,947-36.0% | $3,866-18.1% | $4,763-33.5% |
| Participant deferral / active EE | $8,836 | $5,868+50.6% | $4,937+79.0% | $5,851+51.0% |
| Admin fee / account holder | $75 | $13,435-99.4% | $9,703-99.2% | $11,598-99.4% |