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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,534 | $232,540-87.7% | $185,117-84.6% | $147,586-80.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 18.83% | 43.03%-24.2pp | 40.50%-21.7pp | 578.59%-559.8pp |
| Employer contribution / active EE | $2,435 | $5,195-53.1% | $4,182-41.8% | $4,876-50.1% |
| Participant deferral / active EE | $5,518 | $5,834-5.4% | $5,045+9.4% | $5,439+1.5% |
| Admin fee / account holder | $243 | $10,275-97.6% | $8,159-97.0% | $10,886-97.8% |