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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,240 | $183,539-89.5% | $155,556-87.6% | $145,897-86.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.74% | 61.31%-50.6pp | 64.84%-54.1pp | 552.29%-541.5pp |
| Employer contribution / active EE | $1,909 | $5,315-64.1% | $4,675-59.2% | $4,663-59.0% |
| Participant deferral / active EE | $3,781 | $6,467-41.5% | $5,631-32.9% | $6,689-43.5% |
| Admin fee / account holder | $239 | $19,275-98.8% | $15,885-98.5% | $13,390-98.2% |