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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,497 | $154,228-88.7% | $145,433-88.0% | $137,256-87.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.95% | 74.59%-55.6pp | 66.58%-47.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,887 | $4,804-60.7% | $4,554-58.6% | $4,156-54.6% |
| Participant deferral / active EE | $3,935 | $8,216-52.1% | $7,897-50.2% | $6,407-38.6% |
| Admin fee / account holder | $68 | $14,344-99.5% | $13,129-99.5% | $12,270-99.4% |