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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,991 | $114,013-83.3% | $103,693-81.7% | $155,188-87.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 24.67% | 49.31%-24.6pp | 47.61%-22.9pp | 148.84%-124.2pp |
| Employer contribution / active EE | $2,903 | $3,131-7.3% | $2,920-0.6% | $4,248-31.7% |
| Participant deferral / active EE | $4,125 | $4,970-17.0% | $4,579-9.9% | $6,531-36.8% |
| Admin fee / account holder | $41 | $8,407-99.5% | $7,858-99.5% | $14,480-99.7% |