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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,975 | $114,013-68.4% | $103,693-65.3% | $155,188-76.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 15.52% | 49.31%-33.8pp | 47.61%-32.1pp | 148.84%-133.3pp |
| Employer contribution / active EE | $1,466 | $3,131-53.2% | $2,920-49.8% | $4,248-65.5% |
| Participant deferral / active EE | $5,548 | $4,970+11.6% | $4,579+21.1% | $6,531-15.1% |
| Admin fee / account holder | $81 | $8,407-99.0% | $7,858-99.0% | $14,480-99.4% |