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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,617 | $183,592-76.2% | $155,574-72.0% | $145,877-70.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.87% | 61.37%-36.5pp | 64.87%-40.0pp | 551.28%-526.4pp |
| Employer contribution / active EE | $3,808 | $5,317-28.4% | $4,676-18.6% | $4,663-18.3% |
| Participant deferral / active EE | $12,458 | $6,466+92.7% | $5,629+121.3% | $6,691+86.2% |
| Admin fee / account holder | $281 | $19,316-98.5% | $15,914-98.2% | $13,402-97.9% |