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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,205 | $132,634-84.8% | $115,768-82.5% | $137,256-85.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 24.99% | 160.70%-135.7pp | 100.46%-75.5pp | 220.34%-195.4pp |
| Employer contribution / active EE | $2,130 | $3,360-36.6% | $2,940-27.5% | $4,156-48.7% |
| Participant deferral / active EE | $2,538 | $5,619-54.8% | $4,917-48.4% | $6,407-60.4% |
| Admin fee / account holder | $56 | $15,028-99.6% | $12,439-99.5% | $12,270-99.5% |