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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,570 | $108,922-71.9% | $100,398-69.6% | $145,978-79.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 26.29% | 58.04%-31.7pp | 49.32%-23.0pp | 550.52%-524.2pp |
| Employer contribution / active EE | $4,788 | $4,426+8.2% | $3,946+21.3% | $4,662+2.7% |
| Participant deferral / active EE | $9,792 | $8,450+15.9% | $8,084+21.1% | $6,690+46.4% |
| Admin fee / account holder | $37 | $9,680-99.6% | $7,893-99.5% | $13,400-99.7% |