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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,201 | $156,398-82.0% | $147,318-80.9% | $138,895-79.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.40% | 78.75%-59.3pp | 70.43%-51.0pp | 145.39%-126.0pp |
| Employer contribution / active EE | $1,509 | $4,853-68.9% | $4,593-67.1% | $4,194-64.0% |
| Participant deferral / active EE | $11,750 | $8,237+42.6% | $7,906+48.6% | $6,396+83.7% |
| Admin fee / account holder | $166 | $14,976-98.9% | $13,708-98.8% | $12,562-98.7% |