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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,123 | $183,516-82.5% | $155,534-79.3% | $145,884-78.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.59% | 61.43%-41.8pp | 64.92%-45.3pp | 551.85%-532.3pp |
| Employer contribution / active EE | $2,266 | $5,315-57.4% | $4,675-51.5% | $4,662-51.4% |
| Participant deferral / active EE | $6,030 | $6,467-6.7% | $5,630+7.1% | $6,690-9.9% |
| Admin fee / account holder | $121 | $19,293-99.4% | $15,900-99.2% | $13,392-99.1% |