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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,178 | $156,398-82.0% | $147,318-80.9% | $138,895-79.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.18% | 78.75%-57.6pp | 70.43%-49.3pp | 145.39%-124.2pp |
| Employer contribution / active EE | $1,750 | $4,853-63.9% | $4,593-61.9% | $4,194-58.3% |
| Participant deferral / active EE | $4,134 | $8,237-49.8% | $7,906-47.7% | $6,396-35.4% |
| Admin fee / account holder | $29 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |