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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,978 | $156,398-89.1% | $147,318-88.5% | $138,895-87.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 47.39% | 78.75%-31.4pp | 70.43%-23.0pp | 145.39%-98.0pp |
| Employer contribution / active EE | $2,583 | $4,853-46.8% | $4,593-43.8% | $4,194-38.4% |
| Participant deferral / active EE | $9,383 | $8,237+13.9% | $7,906+18.7% | $6,396+46.7% |
| Admin fee / account holder | $88 | $14,976-99.4% | $13,708-99.4% | $12,562-99.3% |