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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,917 | $108,911-75.3% | $100,392-73.2% | $145,884-81.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.96% | 58.23%-38.3pp | 49.45%-29.5pp | 551.85%-531.9pp |
| Employer contribution / active EE | $4,935 | $4,420+11.6% | $3,941+25.2% | $4,662+5.8% |
| Participant deferral / active EE | $3,009 | $8,459-64.4% | $8,090-62.8% | $6,690-55.0% |
| Admin fee / account holder | $165 | $9,698-98.3% | $7,904-97.9% | $13,392-98.8% |