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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,289 | $183,592-87.9% | $155,567-85.7% | $145,959-84.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.72% | 61.24%-49.5pp | 64.74%-53.0pp | 561.95%-550.2pp |
| Employer contribution / active EE | $3,347 | $5,315-37.0% | $4,674-28.4% | $4,661-28.2% |
| Participant deferral / active EE | $3,833 | $6,464-40.7% | $5,628-31.9% | $6,689-42.7% |
| Admin fee / account holder | $264 | $19,318-98.6% | $15,916-98.3% | $13,398-98.0% |