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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,263 | $108,882-76.8% | $96,754-73.9% | $154,746-83.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 20.20% | 98.39%-78.2pp | 82.04%-61.8pp | 172.34%-152.1pp |
| Employer contribution / active EE | $3,130 | $3,018+3.7% | $2,679+16.8% | $4,379-28.5% |
| Participant deferral / active EE | $5,747 | $5,323+8.0% | $4,758+20.8% | $6,730-14.6% |
| Admin fee / account holder | $33 | $10,200-99.7% | $8,905-99.6% | $14,365-99.8% |