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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,787 | $155,555-82.1% | $146,866-81.1% | $155,188-82.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 23.61% | 115.41%-91.8pp | 102.85%-79.2pp | 148.84%-125.2pp |
| Employer contribution / active EE | $2,834 | $4,647-39.0% | $4,425-36.0% | $4,248-33.3% |
| Participant deferral / active EE | $7,454 | $8,044-7.3% | $7,759-3.9% | $6,531+14.1% |
| Admin fee / account holder | $52 | $14,755-99.6% | $13,620-99.6% | $14,480-99.6% |