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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,263 | $155,555-87.0% | $146,866-86.2% | $155,188-86.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.83% | 115.41%-95.6pp | 102.85%-83.0pp | 148.84%-129.0pp |
| Employer contribution / active EE | $2,500 | $4,647-46.2% | $4,425-43.5% | $4,248-41.1% |
| Participant deferral / active EE | $3,126 | $8,044-61.1% | $7,759-59.7% | $6,531-52.1% |
| Admin fee / account holder | $48 | $14,755-99.7% | $13,620-99.6% | $14,480-99.7% |