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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,393 | $183,592-87.8% | $155,574-85.6% | $145,877-84.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.01% | 61.37%-46.4pp | 64.87%-49.9pp | 551.28%-536.3pp |
| Employer contribution / active EE | $1,960 | $5,317-63.1% | $4,676-58.1% | $4,663-58.0% |
| Participant deferral / active EE | $8,024 | $6,466+24.1% | $5,629+42.5% | $6,691+19.9% |
| Admin fee / account holder | $164 | $19,316-99.1% | $15,914-99.0% | $13,402-98.8% |