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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,450 | $148,629-86.9% | $135,982-85.7% | $139,487-86.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.31% | 79.33%-65.0pp | 68.32%-54.0pp | 373.84%-359.5pp |
| Employer contribution / active EE | $1,556 | $5,247-70.3% | $4,859-68.0% | $4,755-67.3% |
| Participant deferral / active EE | $8,959 | $8,102+10.6% | $7,760+15.5% | $6,713+33.5% |
| Admin fee / account holder | $206 | $12,406-98.3% | $10,767-98.1% | $11,407-98.2% |