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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,588 | $155,555-89.3% | $146,866-88.7% | $155,188-89.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 84.86% | 115.41%-30.6pp | 102.85%-18.0pp | 148.84%-64.0pp |
| Employer contribution / active EE | $3,496 | $4,647-24.8% | $4,425-21.0% | $4,248-17.7% |
| Participant deferral / active EE | $5,104 | $8,044-36.6% | $7,759-34.2% | $6,531-21.9% |
| Admin fee / account holder | $33 | $14,755-99.8% | $13,620-99.8% | $14,480-99.8% |