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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,440 | $108,911-67.5% | $100,392-64.7% | $145,884-75.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.11% | 58.23%-40.1pp | 49.45%-31.3pp | 551.85%-533.7pp |
| Employer contribution / active EE | $4,265 | $4,420-3.5% | $3,941+8.2% | $4,662-8.5% |
| Participant deferral / active EE | $10,564 | $8,459+24.9% | $8,090+30.6% | $6,690+57.9% |
| Admin fee / account holder | $288 | $9,698-97.0% | $7,904-96.4% | $13,392-97.8% |