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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,174 | $183,516-86.3% | $155,534-83.8% | $145,884-82.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.11% | 61.43%-45.3pp | 64.92%-48.8pp | 551.85%-535.7pp |
| Employer contribution / active EE | $2,052 | $5,315-61.4% | $4,675-56.1% | $4,662-56.0% |
| Participant deferral / active EE | $6,076 | $6,467-6.0% | $5,630+7.9% | $6,690-9.2% |
| Admin fee / account holder | $20 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |