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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,610 | $228,395-89.2% | $185,861-86.8% | $158,982-84.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 31.32% | 40.82%-9.5pp | 35.96%-4.6pp | 302.99%-271.7pp |
| Employer contribution / active EE | $2,139 | $4,968-57.0% | $4,088-47.7% | $4,763-55.1% |
| Participant deferral / active EE | $6,880 | $6,417+7.2% | $5,634+22.1% | $5,983+15.0% |
| Admin fee / account holder | $65 | $11,869-99.5% | $9,503-99.3% | $11,252-99.4% |