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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,476 | $81,643-68.8% | $70,462-63.8% | $158,950-84.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 17.12% | 208.51%-191.4pp | 109.08%-92.0pp | 302.91%-285.8pp |
| Employer contribution / active EE | $3,414 | $3,218+6.1% | $2,737+24.7% | $4,762-28.3% |
| Participant deferral / active EE | $3,630 | $4,555-20.3% | $3,710-2.1% | $5,983-39.3% |
| Admin fee / account holder | $60 | $6,194-99.0% | $3,845-98.4% | $11,248-99.5% |