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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,661 | $154,228-82.1% | $145,433-81.0% | $137,256-79.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.42% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,113 | $4,804-56.0% | $4,554-53.6% | $4,156-49.2% |
| Participant deferral / active EE | $2,984 | $8,216-63.7% | $7,897-62.2% | $6,407-53.4% |
| Admin fee / account holder | $143 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |