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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,252 | $154,228-86.2% | $145,433-85.4% | $137,256-84.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.71% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,479 | $4,804-69.2% | $4,554-67.5% | $4,156-64.4% |
| Participant deferral / active EE | $2,659 | $8,216-67.6% | $7,897-66.3% | $6,407-58.5% |
| Admin fee / account holder | $283 | $14,344-98.0% | $13,129-97.8% | $12,270-97.7% |