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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,414 | $157,276-83.2% | $141,177-81.3% | $152,885-82.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.92% | 64.33%-35.4pp | 71.40%-42.5pp | 345.39%-316.5pp |
| Employer contribution / active EE | $5,040 | $5,262-4.2% | $4,736+6.4% | $4,763+5.8% |
| Participant deferral / active EE | $5,040 | $7,110-29.1% | $6,710-24.9% | $5,851-13.9% |
| Admin fee / account holder | $89 | $12,123-99.3% | $10,263-99.1% | $11,598-99.2% |