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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,753 | $154,228-86.5% | $145,433-85.7% | $137,256-84.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 41.61% | 74.59%-33.0pp | 66.58%-25.0pp | 220.34%-178.7pp |
| Employer contribution / active EE | $2,281 | $4,804-52.5% | $4,554-49.9% | $4,156-45.1% |
| Participant deferral / active EE | $2,635 | $8,216-67.9% | $7,897-66.6% | $6,407-58.9% |
| Admin fee / account holder | $49 | $14,344-99.7% | $13,129-99.6% | $12,270-99.6% |