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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,900 | $183,627-89.7% | $155,602-87.9% | $145,978-87.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.05% | 61.32%-48.3pp | 64.81%-51.8pp | 550.52%-537.5pp |
| Employer contribution / active EE | $2,593 | $5,316-51.2% | $4,675-44.5% | $4,662-44.4% |
| Participant deferral / active EE | $3,033 | $6,466-53.1% | $5,629-46.1% | $6,690-54.7% |
| Admin fee / account holder | $53 | $19,327-99.7% | $15,923-99.7% | $13,400-99.6% |