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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,717 | $156,398-82.9% | $147,318-81.9% | $138,895-80.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 82.69% | 78.75%+3.9pp | 70.43%+12.3pp | 145.39%-62.7pp |
| Employer contribution / active EE | $1,773 | $4,853-63.5% | $4,593-61.4% | $4,194-57.7% |
| Participant deferral / active EE | $5,754 | $8,237-30.1% | $7,906-27.2% | $6,396-10.0% |
| Admin fee / account holder | $216 | $14,976-98.6% | $13,708-98.4% | $12,562-98.3% |