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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,890 | $183,592-84.8% | $155,574-82.1% | $145,877-80.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.46% | 61.37%-48.9pp | 64.87%-52.4pp | 551.28%-538.8pp |
| Employer contribution / active EE | $1,858 | $5,317-65.1% | $4,676-60.3% | $4,663-60.1% |
| Participant deferral / active EE | $3,617 | $6,466-44.1% | $5,629-35.7% | $6,691-45.9% |
| Admin fee / account holder | $296 | $19,316-98.5% | $15,914-98.1% | $13,402-97.8% |