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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,638 | $185,312-91.0% | $161,489-89.7% | $154,746-89.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 105.06% | 103.84%+1.2pp | 89.72%+15.3pp | 172.34%-67.3pp |
| Employer contribution / active EE | $2,845 | $4,769-40.3% | $4,268-33.3% | $4,379-35.0% |
| Participant deferral / active EE | $4,253 | $6,350-33.0% | $5,630-24.5% | $6,730-36.8% |
| Admin fee / account holder | $214 | $18,654-98.9% | $16,006-98.7% | $14,365-98.5% |