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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,071 | $183,592-88.0% | $155,574-85.8% | $145,877-84.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.74% | 61.37%-51.6pp | 64.87%-55.1pp | 551.28%-541.5pp |
| Employer contribution / active EE | $1,169 | $5,317-78.0% | $4,676-75.0% | $4,663-74.9% |
| Participant deferral / active EE | $8,957 | $6,466+38.5% | $5,629+59.1% | $6,691+33.9% |
| Admin fee / account holder | $28 | $19,316-99.9% | $15,914-99.8% | $13,402-99.8% |