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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,032 | $183,627-89.1% | $155,602-87.1% | $145,978-86.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.23% | 61.32%-50.1pp | 64.81%-53.6pp | 550.52%-539.3pp |
| Employer contribution / active EE | $2,666 | $5,316-49.9% | $4,675-43.0% | $4,662-42.8% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $140 | $19,327-99.3% | $15,923-99.1% | $13,400-99.0% |