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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,010 | $183,592-88.6% | $155,574-86.5% | $145,877-85.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.13% | 61.37%-46.2pp | 64.87%-49.7pp | 551.28%-536.1pp |
| Employer contribution / active EE | $1,550 | $5,317-70.9% | $4,676-66.9% | $4,663-66.8% |
| Participant deferral / active EE | $5,403 | $6,466-16.4% | $5,629-4.0% | $6,691-19.2% |
| Admin fee / account holder | $42 | $19,316-99.8% | $15,914-99.7% | $13,402-99.7% |