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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,239 | $154,228-88.2% | $145,433-87.5% | $137,256-86.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 84.67% | 74.59%+10.1pp | 66.58%+18.1pp | 220.34%-135.7pp |
| Employer contribution / active EE | $3,339 | $4,804-30.5% | $4,554-26.7% | $4,156-19.7% |
| Participant deferral / active EE | $5,676 | $8,216-30.9% | $7,897-28.1% | $6,407-11.4% |
| Admin fee / account holder | $25 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |