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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,008 | $172,111-90.1% | $150,298-88.7% | $137,256-87.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.05% | 69.37%-50.3pp | 62.79%-43.7pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,945 | $4,636-58.0% | $4,154-53.2% | $4,156-53.2% |
| Participant deferral / active EE | $2,625 | $6,166-57.4% | $5,453-51.9% | $6,407-59.0% |
| Admin fee / account holder | $160 | $16,471-99.0% | $14,116-98.9% | $12,270-98.7% |