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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,222 | $185,312-90.2% | $161,489-88.7% | $154,746-88.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 24.96% | 103.84%-78.9pp | 89.72%-64.8pp | 172.34%-147.4pp |
| Employer contribution / active EE | $1,532 | $4,769-67.9% | $4,268-64.1% | $4,379-65.0% |
| Participant deferral / active EE | $2,180 | $6,350-65.7% | $5,630-61.3% | $6,730-67.6% |
| Admin fee / account holder | $239 | $18,654-98.7% | $16,006-98.5% | $14,365-98.3% |