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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,547 | $228,352-88.4% | $185,827-85.7% | $158,950-83.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 27.55% | 40.81%-13.3pp | 35.96%-8.4pp | 302.91%-275.4pp |
| Employer contribution / active EE | $6,103 | $4,967+22.9% | $4,087+49.3% | $4,762+28.2% |
| Participant deferral / active EE | $4,155 | $6,416-35.2% | $5,633-26.2% | $5,983-30.5% |
| Admin fee / account holder | $17 | $11,867-99.9% | $9,502-99.8% | $11,248-99.8% |