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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,818 | $155,555-80.8% | $146,866-79.7% | $155,188-80.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 22.24% | 115.41%-93.2pp | 102.85%-80.6pp | 148.84%-126.6pp |
| Employer contribution / active EE | $4,211 | $4,647-9.4% | $4,425-4.8% | $4,248-0.9% |
| Participant deferral / active EE | $9,130 | $8,044+13.5% | $7,759+17.7% | $6,531+39.8% |
| Admin fee / account holder | $129 | $14,755-99.1% | $13,620-99.1% | $14,480-99.1% |