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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,960 | $154,228-85.8% | $145,433-84.9% | $137,256-84.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.75% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,224 | $4,804-74.5% | $4,554-73.1% | $4,156-70.6% |
| Participant deferral / active EE | $3,229 | $8,216-60.7% | $7,897-59.1% | $6,407-49.6% |
| Admin fee / account holder | $279 | $14,344-98.1% | $13,129-97.9% | $12,270-97.7% |