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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,168 | $110,379-72.7% | $102,412-70.5% | $145,884-79.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.46% | 24.84%-11.4pp | 24.94%-11.5pp | 551.85%-538.4pp |
| Employer contribution / active EE | $3,654 | $4,216-13.3% | $3,870-5.6% | $4,662-21.6% |
| Participant deferral / active EE | $6,100 | $5,622+8.5% | $5,060+20.5% | $6,690-8.8% |
| Admin fee / account holder | $247 | $9,745-97.5% | $8,388-97.1% | $13,392-98.2% |