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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,688 | $154,228-88.5% | $145,433-87.8% | $137,256-87.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.53% | 74.59%-48.1pp | 66.58%-40.0pp | 220.34%-193.8pp |
| Employer contribution / active EE | $2,333 | $4,804-51.4% | $4,554-48.8% | $4,156-43.9% |
| Participant deferral / active EE | $5,310 | $8,216-35.4% | $7,897-32.8% | $6,407-17.1% |
| Admin fee / account holder | $6 | $14,344-100.0% | $13,129-100.0% | $12,270-99.9% |