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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,764 | $107,368-81.6% | $92,915-78.7% | $152,909-87.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.56% | 145.64%-122.1pp | 109.45%-85.9pp | 345.46%-321.9pp |
| Employer contribution / active EE | $3,410 | $4,222-19.2% | $3,653-6.7% | $4,764-28.4% |
| Participant deferral / active EE | $6,608 | $4,848+36.3% | $4,238+55.9% | $5,851+12.9% |
| Admin fee / account holder | $170 | $7,082-97.6% | $5,796-97.1% | $11,601-98.5% |