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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,140 | $162,136-82.6% | $152,301-81.5% | $154,746-81.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.60% | 91.02%-71.4pp | 80.50%-60.9pp | 172.34%-152.7pp |
| Employer contribution / active EE | $3,275 | $4,890-33.0% | $4,624-29.2% | $4,379-25.2% |
| Participant deferral / active EE | $10,447 | $8,341+25.2% | $8,004+30.5% | $6,730+55.2% |
| Admin fee / account holder | $219 | $15,759-98.6% | $14,398-98.5% | $14,365-98.5% |