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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,244 | $154,228-86.9% | $145,433-86.1% | $137,256-85.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 32.36% | 74.59%-42.2pp | 66.58%-34.2pp | 220.34%-188.0pp |
| Employer contribution / active EE | $14,406 | $4,804+199.9% | $4,554+216.3% | $4,156+246.6% |
| Participant deferral / active EE | $30,178 | $8,216+267.3% | $7,897+282.1% | $6,407+371.0% |
| Admin fee / account holder | $106 | $14,344-99.3% | $13,129-99.2% | $12,270-99.1% |