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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,168 | $115,917-86.9% | $100,535-84.9% | $158,982-90.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 20.94% | 34.80%-13.9pp | 30.90%-10.0pp | 302.99%-282.0pp |
| Employer contribution / active EE | $4,926 | $4,105+20.0% | $3,419+44.1% | $4,763+3.4% |
| Participant deferral / active EE | $4,664 | $6,677-30.1% | $6,271-25.6% | $5,983-22.1% |
| Admin fee / account holder | $12 | $11,002-99.9% | $8,085-99.9% | $11,252-99.9% |