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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,891 | $100,073-71.1% | $85,126-66.1% | $145,877-80.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 19.53% | 84.11%-64.6pp | 66.63%-47.1pp | 551.28%-531.8pp |
| Employer contribution / active EE | $3,764 | $3,236+16.3% | $2,731+37.8% | $4,663-19.3% |
| Participant deferral / active EE | $11,442 | $5,294+116.1% | $4,523+153.0% | $6,691+71.0% |
| Admin fee / account holder | $153 | $7,261-97.9% | $6,160-97.5% | $13,402-98.9% |