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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,897 | $183,627-90.8% | $155,602-89.1% | $145,978-88.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.55% | 61.32%-39.8pp | 64.81%-43.3pp | 550.52%-529.0pp |
| Employer contribution / active EE | $2,188 | $5,316-58.8% | $4,675-53.2% | $4,662-53.1% |
| Participant deferral / active EE | $4,011 | $6,466-38.0% | $5,629-28.7% | $6,690-40.0% |
| Admin fee / account holder | $25 | $19,327-99.9% | $15,923-99.8% | $13,400-99.8% |