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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,721 | $156,398-86.8% | $147,318-85.9% | $138,895-85.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 23.16% | 78.75%-55.6pp | 70.43%-47.3pp | 145.39%-122.2pp |
| Employer contribution / active EE | $1,618 | $4,853-66.7% | $4,593-64.8% | $4,194-61.4% |
| Participant deferral / active EE | $8,184 | $8,237-0.7% | $7,906+3.5% | $6,396+27.9% |
| Admin fee / account holder | $29 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |