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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,971 | $115,917-78.5% | $100,535-75.2% | $158,982-84.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 28.44% | 34.80%-6.4pp | 30.90%-2.5pp | 302.99%-274.6pp |
| Employer contribution / active EE | $8,024 | $4,105+95.5% | $3,419+134.7% | $4,763+68.5% |
| Participant deferral / active EE | $7,306 | $6,677+9.4% | $6,271+16.5% | $5,983+22.1% |
| Admin fee / account holder | $290 | $11,002-97.4% | $8,085-96.4% | $11,252-97.4% |