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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,246 | $106,247-82.8% | $96,515-81.1% | $139,466-86.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.82% | 38.47%-18.7pp | 35.73%-15.9pp | 373.66%-353.8pp |
| Employer contribution / active EE | $4,485 | $4,106+9.2% | $3,740+19.9% | $4,754-5.7% |
| Participant deferral / active EE | $6,094 | $5,456+11.7% | $4,880+24.9% | $6,712-9.2% |
| Admin fee / account holder | $36 | $7,885-99.5% | $6,735-99.5% | $11,409-99.7% |