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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,940 | $174,379-90.9% | $152,093-89.5% | $138,895-88.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 20.23% | 74.86%-54.6pp | 66.36%-46.1pp | 145.39%-125.2pp |
| Employer contribution / active EE | $1,766 | $4,652-62.0% | $4,175-57.7% | $4,194-57.9% |
| Participant deferral / active EE | $2,967 | $6,159-51.8% | $5,451-45.6% | $6,396-53.6% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |