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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,728 | $183,539-86.5% | $155,556-84.1% | $145,897-83.1% |
| Participation rate | 93.8% | 82.7%+11.0pp | 78.2%+15.5pp | 80.3%+13.4pp |
| Annual return | 11.80% | 61.31%-49.5pp | 64.84%-53.0pp | 552.29%-540.5pp |
| Employer contribution / active EE | $3,203 | $5,315-39.7% | $4,675-31.5% | $4,663-31.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $144 | $19,275-99.3% | $15,885-99.1% | $13,390-98.9% |