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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,309 | $156,398-88.9% | $147,318-88.3% | $138,895-87.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.66% | 78.75%-59.1pp | 70.43%-50.8pp | 145.39%-125.7pp |
| Employer contribution / active EE | $2,268 | $4,853-53.3% | $4,593-50.6% | $4,194-45.9% |
| Participant deferral / active EE | $2,896 | $8,237-64.8% | $7,906-63.4% | $6,396-54.7% |
| Admin fee / account holder | $103 | $14,976-99.3% | $13,708-99.3% | $12,562-99.2% |