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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,961 | $154,228-87.7% | $145,433-87.0% | $137,256-86.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.17% | 74.59%-51.4pp | 66.58%-43.4pp | 220.34%-197.2pp |
| Employer contribution / active EE | $2,370 | $4,804-50.7% | $4,554-48.0% | $4,156-43.0% |
| Participant deferral / active EE | $4,077 | $8,216-50.4% | $7,897-48.4% | $6,407-36.4% |
| Admin fee / account holder | $142 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |