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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,855 | $106,280-77.6% | $96,538-75.3% | $139,487-82.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 33.84% | 38.48%-4.6pp | 35.74%-1.9pp | 373.84%-340.0pp |
| Employer contribution / active EE | $8,077 | $4,107+96.7% | $3,740+115.9% | $4,755+69.9% |
| Participant deferral / active EE | $5,266 | $5,457-3.5% | $4,880+7.9% | $6,713-21.5% |
| Admin fee / account holder | $252 | $7,888-96.8% | $6,737-96.3% | $11,407-97.8% |