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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,564 | $156,398-89.4% | $147,318-88.8% | $138,895-88.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.61% | 78.75%-56.1pp | 70.43%-47.8pp | 145.39%-122.8pp |
| Employer contribution / active EE | $1,513 | $4,853-68.8% | $4,593-67.1% | $4,194-63.9% |
| Participant deferral / active EE | $4,386 | $8,237-46.8% | $7,906-44.5% | $6,396-31.4% |
| Admin fee / account holder | $36 | $14,976-99.8% | $13,708-99.7% | $12,562-99.7% |