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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,462 | $154,228-88.0% | $145,433-87.3% | $137,256-86.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.11% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,742 | $4,804-42.9% | $4,554-39.8% | $4,156-34.0% |
| Participant deferral / active EE | $4,390 | $8,216-46.6% | $7,897-44.4% | $6,407-31.5% |
| Admin fee / account holder | $251 | $14,344-98.3% | $13,129-98.1% | $12,270-98.0% |