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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,893 | $103,393-77.9% | $87,103-73.7% | $152,909-85.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 22.26% | 28.10%-5.8pp | 28.19%-5.9pp | 345.46%-323.2pp |
| Employer contribution / active EE | $3,408 | $3,221+5.8% | $2,521+35.1% | $4,764-28.5% |
| Participant deferral / active EE | $1,517 | $4,778-68.3% | $4,049-62.5% | $5,851-74.1% |
| Admin fee / account holder | $46 | $12,195-99.6% | $7,491-99.4% | $11,601-99.6% |