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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,538 | $156,398-86.2% | $147,318-85.4% | $138,895-84.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 24.56% | 78.75%-54.2pp | 70.43%-45.9pp | 145.39%-120.8pp |
| Employer contribution / active EE | $1,770 | $4,853-63.5% | $4,593-61.5% | $4,194-57.8% |
| Participant deferral / active EE | $2,968 | $8,237-64.0% | $7,906-62.5% | $6,396-53.6% |
| Admin fee / account holder | $153 | $14,976-99.0% | $13,708-98.9% | $12,562-98.8% |