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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,253 | $154,228-89.5% | $145,433-88.8% | $137,256-88.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.22% | 74.59%-49.4pp | 66.58%-41.4pp | 220.34%-195.1pp |
| Employer contribution / active EE | $3,182 | $4,804-33.8% | $4,554-30.1% | $4,156-23.4% |
| Participant deferral / active EE | $3,391 | $8,216-58.7% | $7,897-57.1% | $6,407-47.1% |
| Admin fee / account holder | $20 | $14,344-99.9% | $13,129-99.9% | $12,270-99.8% |