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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,529 | $183,516-88.3% | $155,534-86.2% | $145,884-85.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.36% | 61.43%-45.1pp | 64.92%-48.6pp | 551.85%-535.5pp |
| Employer contribution / active EE | $3,267 | $5,315-38.5% | $4,675-30.1% | $4,662-29.9% |
| Participant deferral / active EE | $7,149 | $6,467+10.5% | $5,630+27.0% | $6,690+6.9% |
| Admin fee / account holder | $24 | $19,293-99.9% | $15,900-99.8% | $13,392-99.8% |