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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,205 | $154,228-86.3% | $145,433-85.4% | $137,256-84.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.69% | 74.59%-50.9pp | 66.58%-42.9pp | 220.34%-196.7pp |
| Employer contribution / active EE | $3,859 | $4,804-19.7% | $4,554-15.3% | $4,156-7.2% |
| Participant deferral / active EE | $3,593 | $8,216-56.3% | $7,897-54.5% | $6,407-43.9% |
| Admin fee / account holder | $172 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |