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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,410 | $165,381-84.0% | $149,730-82.4% | $158,966-83.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.74% | 348.29%-324.6pp | 276.70%-253.0pp | 302.95%-279.2pp |
| Employer contribution / active EE | $1,433 | $5,104-71.9% | $4,645-69.1% | $4,762-69.9% |
| Participant deferral / active EE | $4,707 | $7,182-34.5% | $6,843-31.2% | $5,983-21.3% |
| Admin fee / account holder | $290 | $10,809-97.3% | $9,310-96.9% | $11,250-97.4% |