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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,949 | $208,088-88.0% | $186,193-86.6% | $154,746-83.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 16.58% | 89.97%-73.4pp | 78.03%-61.4pp | 172.34%-155.8pp |
| Employer contribution / active EE | $4,666 | $4,340+7.5% | $3,918+19.1% | $4,379+6.6% |
| Participant deferral / active EE | $8,726 | $7,078+23.3% | $6,513+34.0% | $6,730+29.6% |
| Admin fee / account holder | $109 | $11,698-99.1% | $11,058-99.0% | $14,365-99.2% |