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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,153 | $154,228-81.1% | $145,433-80.0% | $137,256-78.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.66% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,543 | $4,804-47.1% | $4,554-44.2% | $4,156-38.8% |
| Participant deferral / active EE | $4,239 | $8,216-48.4% | $7,897-46.3% | $6,407-33.8% |
| Admin fee / account holder | $211 | $14,344-98.5% | $13,129-98.4% | $12,270-98.3% |