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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,588 | $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 | 84.86% | 74.59%+10.3pp | 66.58%+18.3pp | 220.34%-135.5pp |
| Employer contribution / active EE | $3,496 | $4,804-27.2% | $4,554-23.2% | $4,156-15.9% |
| Participant deferral / active EE | $5,104 | $8,216-37.9% | $7,897-35.4% | $6,407-20.3% |
| Admin fee / account holder | $33 | $14,344-99.8% | $13,129-99.8% | $12,270-99.7% |