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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,811 | $154,228-89.7% | $145,433-89.1% | $137,256-88.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.87% | 74.59%-52.7pp | 66.58%-44.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $1,515 | $4,804-68.5% | $4,554-66.7% | $4,156-63.6% |
| Participant deferral / active EE | $3,029 | $8,216-63.1% | $7,897-61.6% | $6,407-52.7% |
| Admin fee / account holder | $151 | $14,344-98.9% | $13,129-98.8% | $12,270-98.8% |