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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,685 | $182,442-92.0% | $163,379-91.0% | $138,895-89.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 20.14% | 72.74%-52.6pp | 63.41%-43.3pp | 145.39%-125.3pp |
| Employer contribution / active EE | $1,400 | $4,159-66.3% | $3,752-62.7% | $4,194-66.6% |
| Participant deferral / active EE | $1,390 | $6,817-79.6% | $6,282-77.9% | $6,396-78.3% |
| Admin fee / account holder | $26 | $10,396-99.7% | $9,818-99.7% | $12,562-99.8% |