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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,592 | $157,296-82.5% | $141,191-80.5% | $152,897-82.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.40% | 64.34%-40.9pp | 71.41%-48.0pp | 345.43%-322.0pp |
| Employer contribution / active EE | $5,197 | $5,262-1.2% | $4,736+9.7% | $4,764+9.1% |
| Participant deferral / active EE | $5,692 | $7,111-20.0% | $6,710-15.2% | $5,851-2.7% |
| Admin fee / account holder | $153 | $12,125-98.7% | $10,264-98.5% | $11,599-98.7% |