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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,268 | $115,814-78.2% | $101,275-75.1% | $158,982-84.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.19% | 56.16%-47.0pp | 46.48%-37.3pp | 302.99%-293.8pp |
| Employer contribution / active EE | $5,965 | $4,176+42.8% | $3,660+63.0% | $4,763+25.2% |
| Participant deferral / active EE | $1,929 | $4,958-61.1% | $4,371-55.9% | $5,983-67.8% |
| Admin fee / account holder | $128 | $7,249-98.2% | $5,948-97.8% | $11,252-98.9% |