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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,159 | $154,228-87.6% | $145,433-86.8% | $137,256-86.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.11% | 74.59%-51.5pp | 66.58%-43.5pp | 220.34%-197.2pp |
| Employer contribution / active EE | $2,067 | $4,804-57.0% | $4,554-54.6% | $4,156-50.3% |
| Participant deferral / active EE | $3,910 | $8,216-52.4% | $7,897-50.5% | $6,407-39.0% |
| Admin fee / account holder | $71 | $14,344-99.5% | $13,129-99.5% | $12,270-99.4% |