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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,063 | $183,627-86.9% | $155,602-84.5% | $145,978-83.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.72% | 61.32%-43.6pp | 64.81%-47.1pp | 550.52%-532.8pp |
| Employer contribution / active EE | $2,952 | $5,316-44.5% | $4,675-36.9% | $4,662-36.7% |
| Participant deferral / active EE | $4,968 | $6,466-23.2% | $5,629-11.7% | $6,690-25.7% |
| Admin fee / account holder | $179 | $19,327-99.1% | $15,923-98.9% | $13,400-98.7% |