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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,187 | $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 | 20.14% | 69.37%-49.2pp | 62.79%-42.6pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,339 | $4,636-71.1% | $4,154-67.8% | $4,156-67.8% |
| Participant deferral / active EE | $2,319 | $6,166-62.4% | $5,453-57.5% | $6,407-63.8% |
| Admin fee / account holder | $34 | $16,471-99.8% | $14,116-99.8% | $12,270-99.7% |