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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,625 | $181,062-88.6% | $158,223-87.0% | $155,188-86.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 21.08% | 57.39%-36.3pp | 52.09%-31.0pp | 148.84%-127.8pp |
| Employer contribution / active EE | $1,700 | $4,565-62.8% | $4,109-58.6% | $4,248-60.0% |
| Participant deferral / active EE | $5,782 | $6,134-5.8% | $5,467+5.8% | $6,531-11.5% |
| Admin fee / account holder | $204 | $18,825-98.9% | $16,047-98.7% | $14,480-98.6% |