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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,073 | $183,516-86.9% | $155,534-84.5% | $145,884-83.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.29% | 61.43%-48.1pp | 64.92%-51.6pp | 551.85%-538.6pp |
| Employer contribution / active EE | $4,459 | $5,315-16.1% | $4,675-4.6% | $4,662-4.4% |
| Participant deferral / active EE | $7,996 | $6,467+23.6% | $5,630+42.0% | $6,690+19.5% |
| Admin fee / account holder | $57 | $19,293-99.7% | $15,900-99.6% | $13,392-99.6% |