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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,322 | $106,280-73.4% | $96,538-70.7% | $139,487-79.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.17% | 38.48%-21.3pp | 35.74%-18.6pp | 373.84%-356.7pp |
| Employer contribution / active EE | $4,764 | $4,107+16.0% | $3,740+27.4% | $4,755+0.2% |
| Participant deferral / active EE | $8,643 | $5,457+58.4% | $4,880+77.1% | $6,713+28.8% |
| Admin fee / account holder | $238 | $7,888-97.0% | $6,737-96.5% | $11,407-97.9% |