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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,159 | $178,174-86.4% | $156,181-84.5% | $137,256-82.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 20.71% | 84.19%-63.5pp | 64.87%-44.2pp | 220.34%-199.6pp |
| Employer contribution / active EE | $3,699 | $4,972-25.6% | $4,294-13.9% | $4,156-11.0% |
| Participant deferral / active EE | $4,920 | $6,888-28.6% | $6,132-19.8% | $6,407-23.2% |
| Admin fee / account holder | $29 | $17,404-99.8% | $14,586-99.8% | $12,270-99.8% |