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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,078 | $135,956-83.0% | $123,894-81.4% | $273,972-91.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.81% | 56.63%-47.8pp | 47.52%-38.7pp | 41.46%-32.6pp |
| Employer contribution / active EE | $15,472 | $5,170+199.3% | $4,617+235.1% | $4,869+217.8% |
| Participant deferral / active EE | $2,171 | $6,343-65.8% | $5,984-63.7% | $5,287-58.9% |
| Admin fee / account holder | $242 | $9,817-97.5% | $8,357-97.1% | $10,133-97.6% |