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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,982 | $114,013-90.4% | $103,693-89.4% | $155,188-92.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 12.91% | 49.31%-36.4pp | 47.61%-34.7pp | 148.84%-135.9pp |
| Employer contribution / active EE | $2,527 | $3,131-19.3% | $2,920-13.5% | $4,248-40.5% |
| Participant deferral / active EE | $4,179 | $4,970-15.9% | $4,579-8.8% | $6,531-36.0% |
| Admin fee / account holder | $97 | $8,407-98.8% | $7,858-98.8% | $14,480-99.3% |