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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,203 | $174,379-85.0% | $152,093-82.8% | $138,895-81.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.06% | 74.86%-58.8pp | 66.36%-50.3pp | 145.39%-129.3pp |
| Employer contribution / active EE | $1,972 | $4,652-57.6% | $4,175-52.8% | $4,194-53.0% |
| Participant deferral / active EE | $2,696 | $6,159-56.2% | $5,451-50.6% | $6,396-57.9% |
| Admin fee / account holder | $218 | $16,880-98.7% | $14,497-98.5% | $12,562-98.3% |