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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,564 | $99,053-81.3% | $88,179-78.9% | $138,895-86.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 22.93% | 78.17%-55.2pp | 64.97%-42.0pp | 145.39%-122.5pp |
| Employer contribution / active EE | $1,969 | $2,882-31.7% | $2,549-22.8% | $4,194-53.1% |
| Participant deferral / active EE | $8,438 | $5,225+61.5% | $4,614+82.9% | $6,396+31.9% |
| Admin fee / account holder | $156 | $8,748-98.2% | $7,673-98.0% | $12,562-98.8% |