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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,545 | $139,948-81.7% | $121,663-79.0% | $154,746-83.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 18.92% | 230.52%-211.6pp | 147.54%-128.6pp | 172.34%-153.4pp |
| Employer contribution / active EE | $4,249 | $3,521+20.7% | $3,020+40.7% | $4,379-3.0% |
| Participant deferral / active EE | $5,311 | $5,629-5.7% | $4,887+8.7% | $6,730-21.1% |
| Admin fee / account holder | $57 | $17,321-99.7% | $14,289-99.6% | $14,365-99.6% |