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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,631 | $97,125-84.9% | $86,233-83.0% | $137,256-89.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 21.58% | 74.19%-52.6pp | 61.39%-39.8pp | 220.34%-198.8pp |
| Employer contribution / active EE | $3,819 | $2,841+34.4% | $2,504+52.5% | $4,156-8.1% |
| Participant deferral / active EE | $3,017 | $5,180-41.7% | $4,559-33.8% | $6,407-52.9% |
| Admin fee / account holder | $44 | $9,725-99.5% | $8,342-99.5% | $12,270-99.6% |