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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,752 | $174,379-89.2% | $152,093-87.7% | $138,895-86.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 22.28% | 74.86%-52.6pp | 66.36%-44.1pp | 145.39%-123.1pp |
| Employer contribution / active EE | $2,319 | $4,652-50.1% | $4,175-44.4% | $4,194-44.7% |
| Participant deferral / active EE | $8,891 | $6,159+44.4% | $5,451+63.1% | $6,396+39.0% |
| Admin fee / account holder | $132 | $16,880-99.2% | $14,497-99.1% | $12,562-99.0% |