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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,169 | $181,062-88.3% | $158,223-86.6% | $155,188-86.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 11.80% | 57.39%-45.6pp | 52.09%-40.3pp | 148.84%-137.0pp |
| Employer contribution / active EE | $1,296 | $4,565-71.6% | $4,109-68.4% | $4,248-69.5% |
| Participant deferral / active EE | $12,092 | $6,134+97.1% | $5,467+121.2% | $6,531+85.1% |
| Admin fee / account holder | $184 | $18,825-99.0% | $16,047-98.9% | $14,480-98.7% |