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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,336 | $172,111-88.2% | $150,298-86.5% | $137,256-85.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.97% | 69.37%-54.4pp | 62.79%-47.8pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,748 | $4,636-62.3% | $4,154-57.9% | $4,156-57.9% |
| Participant deferral / active EE | $2,185 | $6,166-64.6% | $5,453-59.9% | $6,407-65.9% |
| Admin fee / account holder | $156 | $16,471-99.1% | $14,116-98.9% | $12,270-98.7% |