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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,651 | $154,228-86.6% | $145,433-85.8% | $137,256-85.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.18% | 74.59%-55.4pp | 66.58%-47.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $2,264 | $4,804-52.9% | $4,554-50.3% | $4,156-45.5% |
| Participant deferral / active EE | $3,866 | $8,216-52.9% | $7,897-51.0% | $6,407-39.7% |
| Admin fee / account holder | $17 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |