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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,310 | $183,539-88.9% | $155,556-86.9% | $145,897-86.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 19.55% | 61.31%-41.8pp | 64.84%-45.3pp | 552.29%-532.7pp |
| Employer contribution / active EE | $1,102 | $5,315-79.3% | $4,675-76.4% | $4,663-76.4% |
| Participant deferral / active EE | $11,307 | $6,467+74.8% | $5,631+100.8% | $6,689+69.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |