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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,779 | $156,398-89.3% | $147,318-88.6% | $138,895-87.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 29.15% | 78.75%-49.6pp | 70.43%-41.3pp | 145.39%-116.2pp |
| Employer contribution / active EE | $3,618 | $4,853-25.4% | $4,593-21.2% | $4,194-13.7% |
| Participant deferral / active EE | $6,116 | $8,237-25.8% | $7,906-22.7% | $6,396-4.4% |
| Admin fee / account holder | $58 | $14,976-99.6% | $13,708-99.6% | $12,562-99.5% |