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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,191 | $154,228-89.5% | $145,433-88.9% | $137,256-88.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 27.45% | 74.59%-47.1pp | 66.58%-39.1pp | 220.34%-192.9pp |
| Employer contribution / active EE | $6,403 | $4,804+33.3% | $4,554+40.6% | $4,156+54.1% |
| Participant deferral / active EE | $2,640 | $8,216-67.9% | $7,897-66.6% | $6,407-58.8% |
| Admin fee / account holder | $77 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |