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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,096 | $172,111-91.2% | $150,298-90.0% | $137,256-89.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.96% | 69.37%-47.4pp | 62.79%-40.8pp | 220.34%-198.4pp |
| Employer contribution / active EE | $4,346 | $4,636-6.3% | $4,154+4.6% | $4,156+4.6% |
| Participant deferral / active EE | $5,307 | $6,166-13.9% | $5,453-2.7% | $6,407-17.2% |
| Admin fee / account holder | $284 | $16,471-98.3% | $14,116-98.0% | $12,270-97.7% |