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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,602 | $108,942-76.5% | $100,415-74.5% | $145,897-82.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.16% | 58.27%-41.1pp | 49.47%-32.3pp | 552.29%-535.1pp |
| Employer contribution / active EE | $1,301 | $4,422-70.6% | $3,943-67.0% | $4,663-72.1% |
| Participant deferral / active EE | $10,157 | $8,461+20.0% | $8,091+25.5% | $6,689+51.8% |
| Admin fee / account holder | $268 | $9,702-97.2% | $7,906-96.6% | $13,390-98.0% |