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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,092 | $172,111-90.1% | $150,298-88.6% | $137,256-87.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 26.15% | 69.37%-43.2pp | 62.79%-36.6pp | 220.34%-194.2pp |
| Employer contribution / active EE | $2,188 | $4,636-52.8% | $4,154-47.3% | $4,156-47.4% |
| Participant deferral / active EE | $2,188 | $6,166-64.5% | $5,453-59.9% | $6,407-65.8% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |