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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,938 | $181,062-90.6% | $158,223-89.3% | $155,188-89.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 32.73% | 57.39%-24.7pp | 52.09%-19.4pp | 148.84%-116.1pp |
| Employer contribution / active EE | $2,692 | $4,565-41.0% | $4,109-34.5% | $4,248-36.6% |
| Participant deferral / active EE | $5,742 | $6,134-6.4% | $5,467+5.0% | $6,531-12.1% |
| Admin fee / account holder | $131 | $18,825-99.3% | $16,047-99.2% | $14,480-99.1% |