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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,978 | $154,228-89.0% | $145,433-88.3% | $137,256-87.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 47.39% | 74.59%-27.2pp | 66.58%-19.2pp | 220.34%-173.0pp |
| Employer contribution / active EE | $2,583 | $4,804-46.2% | $4,554-43.3% | $4,156-37.9% |
| Participant deferral / active EE | $9,383 | $8,216+14.2% | $7,897+18.8% | $6,407+46.4% |
| Admin fee / account holder | $88 | $14,344-99.4% | $13,129-99.3% | $12,270-99.3% |