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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,993 | $211,224-91.5% | $178,505-89.9% | $145,897-87.7% |
| Participation rate | 86.7% | 80.8%+5.8pp | 77.1%+9.5pp | 80.3%+6.4pp |
| Annual return | 0.00% | 30.28%-30.3pp | 27.16%-27.2pp | 552.29%-552.3pp |
| Employer contribution / active EE | $8,463 | $4,577+84.9% | $3,955+114.0% | $4,663+81.5% |
| Participant deferral / active EE | $8,454 | $6,966+21.4% | $6,280+34.6% | $6,689+26.4% |
| Admin fee / account holder | $15 | $12,109-99.9% | $10,428-99.9% | $13,390-99.9% |