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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,787 | $154,228-85.9% | $145,433-85.0% | $137,256-84.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.09% | 74.59%-54.5pp | 66.58%-46.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,814 | $4,804-41.4% | $4,554-38.2% | $4,156-32.3% |
| Participant deferral / active EE | $6,515 | $8,216-20.7% | $7,897-17.5% | $6,407+1.7% |
| Admin fee / account holder | $131 | $14,344-99.1% | $13,129-99.0% | $12,270-98.9% |