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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,391 | $183,516-87.8% | $155,534-85.6% | $145,884-84.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.91% | 61.43%-41.5pp | 64.92%-45.0pp | 551.85%-531.9pp |
| Employer contribution / active EE | $5,876 | $5,315+10.6% | $4,675+25.7% | $4,662+26.0% |
| Participant deferral / active EE | $5,118 | $6,467-20.9% | $5,630-9.1% | $6,690-23.5% |
| Admin fee / account holder | $25 | $19,293-99.9% | $15,900-99.8% | $13,392-99.8% |