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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,329 | $178,174-84.1% | $156,181-81.9% | $137,256-79.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.90% | 84.19%-66.3pp | 64.87%-47.0pp | 220.34%-202.4pp |
| Employer contribution / active EE | $3,933 | $4,972-20.9% | $4,294-8.4% | $4,156-5.4% |
| Participant deferral / active EE | $5,131 | $6,888-25.5% | $6,132-16.3% | $6,407-19.9% |
| Admin fee / account holder | $294 | $17,404-98.3% | $14,586-98.0% | $12,270-97.6% |