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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,205 | $132,099-84.7% | $115,599-82.5% | $138,895-85.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 24.99% | 176.76%-151.8pp | 111.10%-86.1pp | 145.39%-120.4pp |
| Employer contribution / active EE | $2,130 | $3,416-37.6% | $2,955-27.9% | $4,194-49.2% |
| Participant deferral / active EE | $2,538 | $5,617-54.8% | $4,889-48.1% | $6,396-60.3% |
| Admin fee / account holder | $56 | $15,650-99.6% | $12,841-99.6% | $12,562-99.6% |