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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,125 | $148,582-87.8% | $135,942-86.7% | $139,456-87.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.93% | 79.26%-52.3pp | 68.28%-41.3pp | 373.45%-346.5pp |
| Employer contribution / active EE | $1,043 | $5,245-80.1% | $4,858-78.5% | $4,753-78.1% |
| Participant deferral / active EE | $9,449 | $8,101+16.6% | $7,759+21.8% | $6,711+40.8% |
| Admin fee / account holder | $54 | $12,402-99.6% | $10,764-99.5% | $11,407-99.5% |