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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,379 | $148,623-87.0% | $135,974-85.7% | $139,466-86.1% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 28.40% | 79.30%-50.9pp | 68.30%-39.9pp | 373.66%-345.3pp |
| Employer contribution / active EE | $5,742 | $5,246+9.4% | $4,859+18.2% | $4,754+20.8% |
| Participant deferral / active EE | $9,349 | $8,103+15.4% | $7,760+20.5% | $6,712+39.3% |
| Admin fee / account holder | $47 | $12,406-99.6% | $10,767-99.6% | $11,409-99.6% |