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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,499 | $156,398-86.9% | $147,318-86.1% | $138,895-85.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 28.34% | 78.75%-50.4pp | 70.43%-42.1pp | 145.39%-117.1pp |
| Employer contribution / active EE | $4,845 | $4,853-0.2% | $4,593+5.5% | $4,194+15.5% |
| Participant deferral / active EE | $4,846 | $8,237-41.2% | $7,906-38.7% | $6,396-24.2% |
| Admin fee / account holder | $14 | $14,976-99.9% | $13,708-99.9% | $12,562-99.9% |