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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,721 | $154,228-86.6% | $145,433-85.8% | $137,256-84.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.16% | 74.59%-51.4pp | 66.58%-43.4pp | 220.34%-197.2pp |
| Employer contribution / active EE | $1,618 | $4,804-66.3% | $4,554-64.5% | $4,156-61.1% |
| Participant deferral / active EE | $8,184 | $8,216-0.4% | $7,897+3.6% | $6,407+27.7% |
| Admin fee / account holder | $29 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |