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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,625 | $154,228-89.2% | $145,433-88.6% | $137,256-87.9% |
| Participation rate | 95.7% | 83.8%+11.9pp | 82.1%+13.5pp | 80.0%+15.7pp |
| Annual return | 20.93% | 74.59%-53.7pp | 66.58%-45.6pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,664 | $4,804-65.4% | $4,554-63.5% | $4,156-60.0% |
| Participant deferral / active EE | $4,195 | $8,216-48.9% | $7,897-46.9% | $6,407-34.5% |
| Admin fee / account holder | $47 | $14,344-99.7% | $13,129-99.6% | $12,270-99.6% |