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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,787 | $154,228-82.0% | $145,433-80.9% | $137,256-79.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.61% | 74.59%-51.0pp | 66.58%-43.0pp | 220.34%-196.7pp |
| Employer contribution / active EE | $2,834 | $4,804-41.0% | $4,554-37.8% | $4,156-31.8% |
| Participant deferral / active EE | $7,454 | $8,216-9.3% | $7,897-5.6% | $6,407+16.3% |
| Admin fee / account holder | $52 | $14,344-99.6% | $13,129-99.6% | $12,270-99.6% |