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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,656 | $156,398-89.4% | $147,318-88.7% | $138,895-88.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.15% | 78.75%-63.6pp | 70.43%-55.3pp | 145.39%-130.2pp |
| Employer contribution / active EE | $3,199 | $4,853-34.1% | $4,593-30.3% | $4,194-23.7% |
| Participant deferral / active EE | $4,800 | $8,237-41.7% | $7,906-39.3% | $6,396-25.0% |
| Admin fee / account holder | $32 | $14,976-99.8% | $13,708-99.8% | $12,562-99.7% |