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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,989 | $124,980-87.2% | $108,359-85.2% | $154,746-89.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 19.93% | 45.00%-25.1pp | 36.89%-17.0pp | 172.34%-152.4pp |
| Employer contribution / active EE | $2,133 | $2,851-25.2% | $2,399-11.1% | $4,379-51.3% |
| Participant deferral / active EE | $2,634 | $4,743-44.5% | $4,137-36.3% | $6,730-60.9% |
| Admin fee / account holder | $37 | $11,502-99.7% | $9,741-99.6% | $14,365-99.7% |