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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,222 | $172,111-89.4% | $150,298-87.9% | $137,256-86.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 24.96% | 69.37%-44.4pp | 62.79%-37.8pp | 220.34%-195.4pp |
| Employer contribution / active EE | $1,532 | $4,636-67.0% | $4,154-63.1% | $4,156-63.1% |
| Participant deferral / active EE | $2,180 | $6,166-64.6% | $5,453-60.0% | $6,407-66.0% |
| Admin fee / account holder | $239 | $16,471-98.5% | $14,116-98.3% | $12,270-98.1% |