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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,260 | $208,088-85.9% | $186,193-84.3% | $154,746-81.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 21.95% | 89.97%-68.0pp | 78.03%-56.1pp | 172.34%-150.4pp |
| Employer contribution / active EE | $4,487 | $4,340+3.4% | $3,918+14.5% | $4,379+2.5% |
| Participant deferral / active EE | $5,319 | $7,078-24.8% | $6,513-18.3% | $6,730-21.0% |
| Admin fee / account holder | $65 | $11,698-99.4% | $11,058-99.4% | $14,365-99.5% |