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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,867 | $97,289-79.6% | $92,805-78.6% | $155,188-87.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 95.56% | 29.03%+66.5pp | 31.59%+64.0pp | 148.84%-53.3pp |
| Employer contribution / active EE | $2,838 | $3,632-21.9% | $3,424-17.1% | $4,248-33.2% |
| Participant deferral / active EE | $4,366 | $8,795-50.4% | $8,448-48.3% | $6,531-33.1% |
| Admin fee / account holder | $161 | $12,015-98.7% | $10,911-98.5% | $14,480-98.9% |