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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,709 | $154,228-87.2% | $145,433-86.4% | $137,256-85.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.34% | 74.59%-54.2pp | 66.58%-46.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $4,700 | $4,804-2.2% | $4,554+3.2% | $4,156+13.1% |
| Participant deferral / active EE | $8,885 | $8,216+8.1% | $7,897+12.5% | $6,407+38.7% |
| Admin fee / account holder | $69 | $14,344-99.5% | $13,129-99.5% | $12,270-99.4% |