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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,503 | $172,111-91.0% | $150,298-89.7% | $137,256-88.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.24% | 69.37%-55.1pp | 62.79%-48.5pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,113 | $4,636-76.0% | $4,154-73.2% | $4,156-73.2% |
| Participant deferral / active EE | $2,139 | $6,166-65.3% | $5,453-60.8% | $6,407-66.6% |
| Admin fee / account holder | $197 | $16,471-98.8% | $14,116-98.6% | $12,270-98.4% |