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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,344 | $156,398-82.5% | $147,318-81.4% | $138,895-80.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.83% | 78.75%-60.9pp | 70.43%-52.6pp | 145.39%-127.6pp |
| Employer contribution / active EE | $4,156 | $4,853-14.4% | $4,593-9.5% | $4,194-0.9% |
| Participant deferral / active EE | $4,156 | $8,237-49.5% | $7,906-47.4% | $6,396-35.0% |
| Admin fee / account holder | $106 | $14,976-99.3% | $13,708-99.2% | $12,562-99.2% |