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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,776 | $100,139-72.3% | $85,187-67.4% | $145,884-81.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.23% | 84.15%-66.9pp | 66.67%-49.4pp | 551.85%-534.6pp |
| Employer contribution / active EE | $3,358 | $3,238+3.7% | $2,732+22.9% | $4,662-28.0% |
| Participant deferral / active EE | $5,030 | $5,296-5.0% | $4,525+11.2% | $6,690-24.8% |
| Admin fee / account holder | $286 | $7,262-96.1% | $6,162-95.4% | $13,392-97.9% |