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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,530 | $183,592-88.8% | $155,574-86.8% | $145,877-85.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.77% | 61.37%-51.6pp | 64.87%-55.1pp | 551.28%-541.5pp |
| Employer contribution / active EE | $1,624 | $5,317-69.5% | $4,676-65.3% | $4,663-65.2% |
| Participant deferral / active EE | $3,067 | $6,466-52.6% | $5,629-45.5% | $6,691-54.2% |
| Admin fee / account holder | $251 | $19,316-98.7% | $15,914-98.4% | $13,402-98.1% |