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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,286 | $172,111-85.3% | $150,298-83.2% | $137,256-81.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 24.22% | 69.37%-45.2pp | 62.79%-38.6pp | 220.34%-196.1pp |
| Employer contribution / active EE | $2,566 | $4,636-44.7% | $4,154-38.2% | $4,156-38.3% |
| Participant deferral / active EE | $5,645 | $6,166-8.4% | $5,453+3.5% | $6,407-11.9% |
| Admin fee / account holder | $158 | $16,471-99.0% | $14,116-98.9% | $12,270-98.7% |