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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,185 | $183,592-89.0% | $155,574-87.0% | $145,877-86.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.85% | 61.37%-47.5pp | 64.87%-51.0pp | 551.28%-537.4pp |
| Employer contribution / active EE | $2,058 | $5,317-61.3% | $4,676-56.0% | $4,663-55.9% |
| Participant deferral / active EE | $4,206 | $6,466-35.0% | $5,629-25.3% | $6,691-37.1% |
| Admin fee / account holder | $287 | $19,316-98.5% | $15,914-98.2% | $13,402-97.9% |