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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,611 | $154,228-84.0% | $145,433-83.1% | $137,256-82.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.98% | 74.59%-55.6pp | 66.58%-47.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $3,006 | $4,804-37.4% | $4,554-34.0% | $4,156-27.7% |
| Participant deferral / active EE | $4,006 | $8,216-51.2% | $7,897-49.3% | $6,407-37.5% |
| Admin fee / account holder | $84 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |