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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,536 | $172,111-90.4% | $150,298-89.0% | $137,256-88.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.76% | 69.37%-48.6pp | 62.79%-42.0pp | 220.34%-199.6pp |
| Employer contribution / active EE | $2,168 | $4,636-53.2% | $4,154-47.8% | $4,156-47.8% |
| Participant deferral / active EE | $5,824 | $6,166-5.5% | $5,453+6.8% | $6,407-9.1% |
| Admin fee / account holder | $23 | $16,471-99.9% | $14,116-99.8% | $12,270-99.8% |