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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,394 | $148,629-86.3% | $135,982-85.0% | $139,487-85.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 33.01% | 79.33%-46.3pp | 68.32%-35.3pp | 373.84%-340.8pp |
| Employer contribution / active EE | $3,150 | $5,247-40.0% | $4,859-35.2% | $4,755-33.7% |
| Participant deferral / active EE | $8,438 | $8,102+4.1% | $7,760+8.7% | $6,713+25.7% |
| Admin fee / account holder | $20 | $12,406-99.8% | $10,767-99.8% | $11,407-99.8% |