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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,016 | $155,555-89.7% | $146,866-89.1% | $155,188-89.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 24.28% | 115.41%-91.1pp | 102.85%-78.6pp | 148.84%-124.6pp |
| Employer contribution / active EE | $6,424 | $4,647+38.2% | $4,425+45.2% | $4,248+51.2% |
| Participant deferral / active EE | $3,839 | $8,044-52.3% | $7,759-50.5% | $6,531-41.2% |
| Admin fee / account holder | $68 | $14,755-99.5% | $13,620-99.5% | $14,480-99.5% |