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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,944 | $156,398-88.5% | $147,318-87.8% | $138,895-87.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 23.76% | 78.75%-55.0pp | 70.43%-46.7pp | 145.39%-121.6pp |
| Employer contribution / active EE | $2,264 | $4,853-53.4% | $4,593-50.7% | $4,194-46.0% |
| Participant deferral / active EE | $2,915 | $8,237-64.6% | $7,906-63.1% | $6,396-54.4% |
| Admin fee / account holder | $21 | $14,976-99.9% | $13,708-99.8% | $12,562-99.8% |