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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,943 | $154,228-87.7% | $145,433-87.0% | $137,256-86.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.47% | 74.59%-53.1pp | 66.58%-45.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $2,077 | $4,804-56.8% | $4,554-54.4% | $4,156-50.0% |
| Participant deferral / active EE | $2,597 | $8,216-68.4% | $7,897-67.1% | $6,407-59.5% |
| Admin fee / account holder | $37 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |