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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,221 | $182,442-84.0% | $163,379-82.1% | $138,895-79.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 18.79% | 72.74%-53.9pp | 63.41%-44.6pp | 145.39%-126.6pp |
| Employer contribution / active EE | $2,528 | $4,159-39.2% | $3,752-32.6% | $4,194-39.7% |
| Participant deferral / active EE | $8,483 | $6,817+24.4% | $6,282+35.0% | $6,396+32.6% |
| Admin fee / account holder | $55 | $10,396-99.5% | $9,818-99.4% | $12,562-99.6% |