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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,108 | $174,379-91.3% | $152,093-90.1% | $138,895-89.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 24.03% | 74.86%-50.8pp | 66.36%-42.3pp | 145.39%-121.4pp |
| Employer contribution / active EE | $1,739 | $4,652-62.6% | $4,175-58.4% | $4,194-58.5% |
| Participant deferral / active EE | $5,508 | $6,159-10.6% | $5,451+1.0% | $6,396-13.9% |
| Admin fee / account holder | $92 | $16,880-99.5% | $14,497-99.4% | $12,562-99.3% |