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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,581 | $172,111-88.0% | $150,298-86.3% | $137,256-85.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.44% | 69.37%-48.9pp | 62.79%-42.3pp | 220.34%-199.9pp |
| Employer contribution / active EE | $2,259 | $4,636-51.3% | $4,154-45.6% | $4,156-45.6% |
| Participant deferral / active EE | $2,961 | $6,166-52.0% | $5,453-45.7% | $6,407-53.8% |
| Admin fee / account holder | $187 | $16,471-98.9% | $14,116-98.7% | $12,270-98.5% |