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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,965 | $108,882-82.6% | $96,754-80.4% | $154,746-87.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 22.90% | 98.39%-75.5pp | 82.04%-59.1pp | 172.34%-149.4pp |
| Employer contribution / active EE | $3,288 | $3,018+8.9% | $2,679+22.7% | $4,379-24.9% |
| Participant deferral / active EE | $4,840 | $5,323-9.1% | $4,758+1.7% | $6,730-28.1% |
| Admin fee / account holder | $24 | $10,200-99.8% | $8,905-99.7% | $14,365-99.8% |