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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,950 | $127,296-76.5% | $109,907-72.7% | $167,536-82.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 22.35% | 22.97%-0.6pp | 29.46%-7.1pp | 478.82%-456.5pp |
| Employer contribution / active EE | $3,857 | $3,325+16.0% | $2,844+35.6% | $4,839-20.3% |
| Participant deferral / active EE | $6,323 | $4,513+40.1% | $4,047+56.2% | $6,342-0.3% |
| Admin fee / account holder | $184 | $7,119-97.4% | $6,069-97.0% | $12,315-98.5% |