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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,940 | $97,125-82.6% | $86,233-80.4% | $137,256-87.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 20.15% | 74.19%-54.0pp | 61.39%-41.2pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,887 | $2,841-33.6% | $2,504-24.7% | $4,156-54.6% |
| Participant deferral / active EE | $5,495 | $5,180+6.1% | $4,559+20.5% | $6,407-14.2% |
| Admin fee / account holder | $46 | $9,725-99.5% | $8,342-99.5% | $12,270-99.6% |