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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,567 | $183,516-85.0% | $155,534-82.3% | $145,884-81.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.97% | 61.43%-41.5pp | 64.92%-44.9pp | 551.85%-531.9pp |
| Employer contribution / active EE | $5,609 | $5,315+5.5% | $4,675+20.0% | $4,662+20.3% |
| Participant deferral / active EE | $2,541 | $6,467-60.7% | $5,630-54.9% | $6,690-62.0% |
| Admin fee / account holder | $17 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |