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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,631 | $108,882-86.6% | $96,754-84.9% | $154,746-90.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 21.58% | 98.39%-76.8pp | 82.04%-60.5pp | 172.34%-150.8pp |
| Employer contribution / active EE | $3,819 | $3,018+26.5% | $2,679+42.5% | $4,379-12.8% |
| Participant deferral / active EE | $3,017 | $5,323-43.3% | $4,758-36.6% | $6,730-55.2% |
| Admin fee / account holder | $44 | $10,200-99.6% | $8,905-99.5% | $14,365-99.7% |