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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,504 | $154,228-83.5% | $145,433-82.5% | $137,256-81.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.00% | 74.59%-50.6pp | 66.58%-42.6pp | 220.34%-196.3pp |
| Employer contribution / active EE | $2,274 | $4,804-52.7% | $4,554-50.1% | $4,156-45.3% |
| Participant deferral / active EE | $11,098 | $8,216+35.1% | $7,897+40.5% | $6,407+73.2% |
| Admin fee / account holder | $106 | $14,344-99.3% | $13,129-99.2% | $12,270-99.1% |