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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,798 | $69,248-75.7% | $64,101-73.8% | $139,466-88.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 36.75% | 45.95%-9.2pp | 33.72%+3.0pp | 373.66%-336.9pp |
| Employer contribution / active EE | $2,736 | $3,185-14.1% | $2,749-0.5% | $4,754-42.5% |
| Participant deferral / active EE | $5,968 | $4,682+27.5% | $3,881+53.8% | $6,712-11.1% |
| Admin fee / account holder | $24 | $4,247-99.4% | $3,070-99.2% | $11,409-99.8% |