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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,239 | $156,398-87.7% | $147,318-86.9% | $138,895-86.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 24.55% | 78.75%-54.2pp | 70.43%-45.9pp | 145.39%-120.8pp |
| Employer contribution / active EE | $6,933 | $4,853+42.9% | $4,593+51.0% | $4,194+65.3% |
| Participant deferral / active EE | $5,220 | $8,237-36.6% | $7,906-34.0% | $6,396-18.4% |
| Admin fee / account holder | $33 | $14,976-99.8% | $13,708-99.8% | $12,562-99.7% |