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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,448 | $172,111-88.1% | $150,298-86.4% | $137,256-85.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.30% | 69.37%-57.1pp | 62.79%-50.5pp | 220.34%-208.0pp |
| Employer contribution / active EE | $3,997 | $4,636-13.8% | $4,154-3.8% | $4,156-3.8% |
| Participant deferral / active EE | $5,896 | $6,166-4.4% | $5,453+8.1% | $6,407-8.0% |
| Admin fee / account holder | $95 | $16,471-99.4% | $14,116-99.3% | $12,270-99.2% |