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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,008 | $174,379-90.2% | $152,093-88.8% | $138,895-87.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.05% | 74.86%-55.8pp | 66.36%-47.3pp | 145.39%-126.3pp |
| Employer contribution / active EE | $1,945 | $4,652-58.2% | $4,175-53.4% | $4,194-53.6% |
| Participant deferral / active EE | $2,625 | $6,159-57.4% | $5,451-51.8% | $6,396-59.0% |
| Admin fee / account holder | $160 | $16,880-99.1% | $14,497-98.9% | $12,562-98.7% |