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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,007 | $172,111-81.4% | $150,298-78.7% | $137,256-76.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.87% | 69.37%-50.5pp | 62.79%-43.9pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,628 | $4,636-43.3% | $4,154-36.7% | $4,156-36.8% |
| Participant deferral / active EE | $7,926 | $6,166+28.5% | $5,453+45.4% | $6,407+23.7% |
| Admin fee / account holder | $204 | $16,471-98.8% | $14,116-98.6% | $12,270-98.3% |