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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,477 | $183,627-88.3% | $155,602-86.2% | $145,978-85.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.84% | 61.32%-44.5pp | 64.81%-48.0pp | 550.52%-533.7pp |
| Employer contribution / active EE | $3,431 | $5,316-35.5% | $4,675-26.6% | $4,662-26.4% |
| Participant deferral / active EE | $8,016 | $6,466+24.0% | $5,629+42.4% | $6,690+19.8% |
| Admin fee / account holder | $26 | $19,327-99.9% | $15,923-99.8% | $13,400-99.8% |