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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,185 | $183,627-89.0% | $155,602-87.0% | $145,978-86.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.85% | 61.32%-47.5pp | 64.81%-51.0pp | 550.52%-536.7pp |
| Employer contribution / active EE | $2,058 | $5,316-61.3% | $4,675-56.0% | $4,662-55.9% |
| Participant deferral / active EE | $4,206 | $6,466-35.0% | $5,629-25.3% | $6,690-37.1% |
| Admin fee / account holder | $287 | $19,327-98.5% | $15,923-98.2% | $13,400-97.9% |