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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,581 | $181,062-88.6% | $158,223-87.0% | $155,188-86.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 20.44% | 57.39%-36.9pp | 52.09%-31.6pp | 148.84%-128.4pp |
| Employer contribution / active EE | $2,259 | $4,565-50.5% | $4,109-45.0% | $4,248-46.8% |
| Participant deferral / active EE | $2,961 | $6,134-51.7% | $5,467-45.8% | $6,531-54.7% |
| Admin fee / account holder | $187 | $18,825-99.0% | $16,047-98.8% | $14,480-98.7% |