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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,020 | $154,228-89.0% | $145,433-88.3% | $137,256-87.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.04% | 74.59%-55.5pp | 66.58%-47.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,427 | $4,804-49.5% | $4,554-46.7% | $4,156-41.6% |
| Participant deferral / active EE | $4,165 | $8,216-49.3% | $7,897-47.3% | $6,407-35.0% |
| Admin fee / account holder | $60 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |