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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,278 | $154,228-86.2% | $145,433-85.4% | $137,256-84.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 37.52% | 74.59%-37.1pp | 66.58%-29.1pp | 220.34%-182.8pp |
| Employer contribution / active EE | $4,436 | $4,804-7.7% | $4,554-2.6% | $4,156+6.7% |
| Participant deferral / active EE | $6,302 | $8,216-23.3% | $7,897-20.2% | $6,407-1.6% |
| Admin fee / account holder | $241 | $14,344-98.3% | $13,129-98.2% | $12,270-98.0% |