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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,641 | $106,247-74.9% | $96,515-72.4% | $139,466-80.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 29.74% | 38.47%-8.7pp | 35.73%-6.0pp | 373.66%-343.9pp |
| Employer contribution / active EE | $2,635 | $4,106-35.8% | $3,740-29.5% | $4,754-44.6% |
| Participant deferral / active EE | $10,458 | $5,456+91.7% | $4,880+114.3% | $6,712+55.8% |
| Admin fee / account holder | $54 | $7,885-99.3% | $6,735-99.2% | $11,409-99.5% |