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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,221 | $124,330-84.5% | $109,173-82.4% | $167,536-88.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 19.63% | 26.04%-6.4pp | 25.75%-6.1pp | 478.82%-459.2pp |
| Employer contribution / active EE | $4,717 | $4,209+12.1% | $3,723+26.7% | $4,839-2.5% |
| Participant deferral / active EE | $5,977 | $5,256+13.7% | $4,654+28.4% | $6,342-5.8% |
| Admin fee / account holder | $71 | $7,974-99.1% | $6,755-99.0% | $12,315-99.4% |