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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,621 | $67,823-47.5% | $52,425-32.1% | $137,256-74.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 18.12% | 219.11%-201.0pp | 302.12%-284.0pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,400 | $1,163+20.4% | $914+53.1% | $4,156-66.3% |
| Participant deferral / active EE | $2,100 | $2,288-8.2% | $1,790+17.3% | $6,407-67.2% |
| Admin fee / account holder | $24 | $2,844-99.2% | $2,495-99.0% | $12,270-99.8% |