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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,474 | $148,623-86.9% | $135,974-85.7% | $139,466-86.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.36% | 79.30%-57.9pp | 68.30%-46.9pp | 373.66%-352.3pp |
| Employer contribution / active EE | $2,836 | $5,246-46.0% | $4,859-41.6% | $4,754-40.4% |
| Participant deferral / active EE | $7,092 | $8,103-12.5% | $7,760-8.6% | $6,712+5.7% |
| Admin fee / account holder | $35 | $12,406-99.7% | $10,767-99.7% | $11,409-99.7% |