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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,811 | $174,379-90.9% | $152,093-89.6% | $138,895-88.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 23.07% | 74.86%-51.8pp | 66.36%-43.3pp | 145.39%-122.3pp |
| Employer contribution / active EE | $1,583 | $4,652-66.0% | $4,175-62.1% | $4,194-62.3% |
| Participant deferral / active EE | $5,975 | $6,159-3.0% | $5,451+9.6% | $6,396-6.6% |
| Admin fee / account holder | $213 | $16,880-98.7% | $14,497-98.5% | $12,562-98.3% |