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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,450 | $148,558-86.9% | $135,925-85.7% | $139,427-86.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.31% | 79.22%-64.9pp | 68.25%-53.9pp | 373.27%-359.0pp |
| Employer contribution / active EE | $1,556 | $5,244-70.3% | $4,857-68.0% | $4,752-67.3% |
| Participant deferral / active EE | $8,959 | $8,101+10.6% | $7,759+15.5% | $6,711+33.5% |
| Admin fee / account holder | $206 | $12,401-98.3% | $10,764-98.1% | $11,404-98.2% |