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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,841 | $174,379-83.5% | $152,093-81.0% | $138,895-79.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 22.35% | 74.86%-52.5pp | 66.36%-44.0pp | 145.39%-123.0pp |
| Employer contribution / active EE | $4,618 | $4,652-0.7% | $4,175+10.6% | $4,194+10.1% |
| Participant deferral / active EE | $2,920 | $6,159-52.6% | $5,451-46.4% | $6,396-54.3% |
| Admin fee / account holder | $12 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |