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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,647 | $154,228-89.2% | $145,433-88.6% | $137,256-87.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.38% | 74.59%-48.2pp | 66.58%-40.2pp | 220.34%-194.0pp |
| Employer contribution / active EE | $2,166 | $4,804-54.9% | $4,554-52.4% | $4,156-47.9% |
| Participant deferral / active EE | $6,272 | $8,216-23.7% | $7,897-20.6% | $6,407-2.1% |
| Admin fee / account holder | $72 | $14,344-99.5% | $13,129-99.5% | $12,270-99.4% |