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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,097 | $181,062-85.6% | $158,223-83.5% | $155,188-83.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 10.37% | 57.39%-47.0pp | 52.09%-41.7pp | 148.84%-138.5pp |
| Employer contribution / active EE | $3,309 | $4,565-27.5% | $4,109-19.5% | $4,248-22.1% |
| Participant deferral / active EE | $7,819 | $6,134+27.5% | $5,467+43.0% | $6,531+19.7% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |