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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,389 | $183,627-87.8% | $155,602-85.6% | $145,978-84.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.92% | 61.32%-45.4pp | 64.81%-48.9pp | 550.52%-534.6pp |
| Employer contribution / active EE | $7,434 | $5,316+39.8% | $4,675+59.0% | $4,662+59.5% |
| Participant deferral / active EE | $6,643 | $6,466+2.7% | $5,629+18.0% | $6,690-0.7% |
| Admin fee / account holder | $217 | $19,327-98.9% | $15,923-98.6% | $13,400-98.4% |