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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,041 | $154,228-89.6% | $145,433-89.0% | $137,256-88.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.97% | 74.59%-54.6pp | 66.58%-46.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,464 | $4,804-48.7% | $4,554-45.9% | $4,156-40.7% |
| Participant deferral / active EE | $3,181 | $8,216-61.3% | $7,897-59.7% | $6,407-50.3% |
| Admin fee / account holder | $257 | $14,344-98.2% | $13,129-98.0% | $12,270-97.9% |