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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,349 | $183,516-87.8% | $155,534-85.6% | $145,884-84.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.05% | 61.43%-51.4pp | 64.92%-54.9pp | 551.85%-541.8pp |
| Employer contribution / active EE | $1,068 | $5,315-79.9% | $4,675-77.1% | $4,662-77.1% |
| Participant deferral / active EE | $7,890 | $6,467+22.0% | $5,630+40.1% | $6,690+17.9% |
| Admin fee / account holder | $122 | $19,293-99.4% | $15,900-99.2% | $13,392-99.1% |