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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,467 | $156,398-88.8% | $147,318-88.1% | $138,895-87.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 43.71% | 78.75%-35.0pp | 70.43%-26.7pp | 145.39%-101.7pp |
| Employer contribution / active EE | $2,635 | $4,853-45.7% | $4,593-42.6% | $4,194-37.2% |
| Participant deferral / active EE | $12,044 | $8,237+46.2% | $7,906+52.3% | $6,396+88.3% |
| Admin fee / account holder | $82 | $14,976-99.5% | $13,708-99.4% | $12,562-99.3% |