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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,057 | $162,136-87.6% | $152,301-86.8% | $154,746-87.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 23.06% | 91.02%-68.0pp | 80.50%-57.4pp | 172.34%-149.3pp |
| Employer contribution / active EE | $3,304 | $4,890-32.4% | $4,624-28.6% | $4,379-24.6% |
| Participant deferral / active EE | $5,970 | $8,341-28.4% | $8,004-25.4% | $6,730-11.3% |
| Admin fee / account holder | $57 | $15,759-99.6% | $14,398-99.6% | $14,365-99.6% |