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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,187 | $185,312-90.2% | $161,489-88.7% | $154,746-88.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.14% | 103.84%-83.7pp | 89.72%-69.6pp | 172.34%-152.2pp |
| Employer contribution / active EE | $1,339 | $4,769-71.9% | $4,268-68.6% | $4,379-69.4% |
| Participant deferral / active EE | $2,319 | $6,350-63.5% | $5,630-58.8% | $6,730-65.5% |
| Admin fee / account holder | $34 | $18,654-99.8% | $16,006-99.8% | $14,365-99.8% |