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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,752 | $172,111-89.1% | $150,298-87.5% | $137,256-86.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.28% | 69.37%-47.1pp | 62.79%-40.5pp | 220.34%-198.1pp |
| Employer contribution / active EE | $2,319 | $4,636-50.0% | $4,154-44.2% | $4,156-44.2% |
| Participant deferral / active EE | $8,891 | $6,166+44.2% | $5,453+63.1% | $6,407+38.8% |
| Admin fee / account holder | $132 | $16,471-99.2% | $14,116-99.1% | $12,270-98.9% |