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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,178 | $172,111-83.6% | $150,298-81.3% | $137,256-79.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.06% | 69.37%-48.3pp | 62.79%-41.7pp | 220.34%-199.3pp |
| Employer contribution / active EE | $2,683 | $4,636-42.1% | $4,154-35.4% | $4,156-35.4% |
| Participant deferral / active EE | $10,171 | $6,166+65.0% | $5,453+86.5% | $6,407+58.8% |
| Admin fee / account holder | $300 | $16,471-98.2% | $14,116-97.9% | $12,270-97.6% |