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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,916 | $174,379-92.0% | $152,093-90.9% | $138,895-90.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.84% | 74.86%-59.0pp | 66.36%-50.5pp | 145.39%-129.6pp |
| Employer contribution / active EE | $1,017 | $4,652-78.1% | $4,175-75.6% | $4,194-75.7% |
| Participant deferral / active EE | $2,820 | $6,159-54.2% | $5,451-48.3% | $6,396-55.9% |
| Admin fee / account holder | $264 | $16,880-98.4% | $14,497-98.2% | $12,562-97.9% |