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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,085 | $72,071-83.2% | $68,368-82.3% | $137,256-91.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.61% | 353.14%-336.5pp | 292.57%-276.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,503 | $2,788-10.2% | $2,649-5.5% | $4,156-39.8% |
| Participant deferral / active EE | $2,593 | $4,410-41.2% | $4,123-37.1% | $6,407-59.5% |
| Admin fee / account holder | $189 | $5,336-96.5% | $5,150-96.3% | $12,270-98.5% |