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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,775 | $154,228-85.9% | $145,433-85.0% | $137,256-84.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.26% | 74.59%-53.3pp | 66.58%-45.3pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,573 | $4,804-67.3% | $4,554-65.5% | $4,156-62.2% |
| Participant deferral / active EE | $4,508 | $8,216-45.1% | $7,897-42.9% | $6,407-29.6% |
| Admin fee / account holder | $60 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |