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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,049 | $154,228-86.4% | $145,433-85.5% | $137,256-84.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.65% | 74.59%-53.9pp | 66.58%-45.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,979 | $4,804-58.8% | $4,554-56.5% | $4,156-52.4% |
| Participant deferral / active EE | $2,864 | $8,216-65.1% | $7,897-63.7% | $6,407-55.3% |
| Admin fee / account holder | $164 | $14,344-98.9% | $13,129-98.7% | $12,270-98.7% |