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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,016 | $154,228-89.6% | $145,433-89.0% | $137,256-88.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.28% | 74.59%-50.3pp | 66.58%-42.3pp | 220.34%-196.1pp |
| Employer contribution / active EE | $6,424 | $4,804+33.7% | $4,554+41.0% | $4,156+54.6% |
| Participant deferral / active EE | $3,839 | $8,216-53.3% | $7,897-51.4% | $6,407-40.1% |
| Admin fee / account holder | $68 | $14,344-99.5% | $13,129-99.5% | $12,270-99.4% |