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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,687 | $148,623-76.7% | $135,974-74.5% | $139,466-75.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.39% | 79.30%-59.9pp | 68.30%-48.9pp | 373.66%-354.3pp |
| Employer contribution / active EE | $2,525 | $5,246-51.9% | $4,859-48.0% | $4,754-46.9% |
| Participant deferral / active EE | $7,500 | $8,103-7.4% | $7,760-3.4% | $6,712+11.7% |
| Admin fee / account holder | $93 | $12,406-99.3% | $10,767-99.1% | $11,409-99.2% |