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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,263 | $147,556-82.9% | $129,031-80.4% | $198,609-87.3% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 20.20% | 37.41%-17.2pp | 34.67%-14.5pp | 202.70%-182.5pp |
| Employer contribution / active EE | $3,130 | $3,645-14.1% | $3,226-3.0% | $5,055-38.1% |
| Participant deferral / active EE | $5,747 | $5,760-0.2% | $5,217+10.2% | $6,977-17.6% |
| Admin fee / account holder | $33 | $15,467-99.8% | $13,208-99.7% | $19,030-99.8% |