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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,643 | $183,627-88.2% | $155,602-86.1% | $145,978-85.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.23% | 61.32%-47.1pp | 64.81%-50.6pp | 550.52%-536.3pp |
| Employer contribution / active EE | $3,892 | $5,316-26.8% | $4,675-16.8% | $4,662-16.5% |
| Participant deferral / active EE | $7,263 | $6,466+12.3% | $5,629+29.0% | $6,690+8.6% |
| Admin fee / account holder | $292 | $19,327-98.5% | $15,923-98.2% | $13,400-97.8% |