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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,516 | $156,398-87.5% | $147,318-86.8% | $138,895-85.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 32.01% | 78.75%-46.7pp | 70.43%-38.4pp | 145.39%-113.4pp |
| Employer contribution / active EE | $5,588 | $4,853+15.1% | $4,593+21.7% | $4,194+33.2% |
| Participant deferral / active EE | $6,985 | $8,237-15.2% | $7,906-11.7% | $6,396+9.2% |
| Admin fee / account holder | $56 | $14,976-99.6% | $13,708-99.6% | $12,562-99.6% |