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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,287 | $154,228-87.5% | $145,433-86.7% | $137,256-85.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.15% | 74.59%-51.4pp | 66.58%-43.4pp | 220.34%-197.2pp |
| Employer contribution / active EE | $2,365 | $4,804-50.8% | $4,554-48.1% | $4,156-43.1% |
| Participant deferral / active EE | $5,650 | $8,216-31.2% | $7,897-28.5% | $6,407-11.8% |
| Admin fee / account holder | $228 | $14,344-98.4% | $13,129-98.3% | $12,270-98.1% |