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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,763 | $114,013-92.3% | $103,693-91.5% | $155,188-94.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 37.68% | 49.31%-11.6pp | 47.61%-9.9pp | 148.84%-111.2pp |
| Employer contribution / active EE | $2,831 | $3,131-9.6% | $2,920-3.1% | $4,248-33.4% |
| Participant deferral / active EE | $1,477 | $4,970-70.3% | $4,579-67.8% | $6,531-77.4% |
| Admin fee / account holder | $12 | $8,407-99.9% | $7,858-99.8% | $14,480-99.9% |