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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,497 | $156,398-88.8% | $147,318-88.1% | $138,895-87.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.95% | 78.75%-59.8pp | 70.43%-51.5pp | 145.39%-126.4pp |
| Employer contribution / active EE | $1,887 | $4,853-61.1% | $4,593-58.9% | $4,194-55.0% |
| Participant deferral / active EE | $3,935 | $8,237-52.2% | $7,906-50.2% | $6,396-38.5% |
| Admin fee / account holder | $68 | $14,976-99.5% | $13,708-99.5% | $12,562-99.5% |