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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,661 | $108,911-79.2% | $100,392-77.4% | $145,884-84.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 26.96% | 58.23%-31.3pp | 49.45%-22.5pp | 551.85%-524.9pp |
| Employer contribution / active EE | $4,410 | $4,420-0.2% | $3,941+11.9% | $4,662-5.4% |
| Participant deferral / active EE | $5,382 | $8,459-36.4% | $8,090-33.5% | $6,690-19.5% |
| Admin fee / account holder | $31 | $9,698-99.7% | $7,904-99.6% | $13,392-99.8% |