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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,385 | $154,228-84.8% | $145,433-83.9% | $137,256-83.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.52% | 74.59%-49.1pp | 66.58%-41.1pp | 220.34%-194.8pp |
| Employer contribution / active EE | $4,606 | $4,804-4.1% | $4,554+1.1% | $4,156+10.8% |
| Participant deferral / active EE | $5,067 | $8,216-38.3% | $7,897-35.8% | $6,407-20.9% |
| Admin fee / account holder | $257 | $14,344-98.2% | $13,129-98.0% | $12,270-97.9% |