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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,058 | $172,111-85.4% | $150,298-83.3% | $137,256-81.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.54% | 69.37%-49.8pp | 62.79%-43.2pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,820 | $4,636-39.2% | $4,154-32.1% | $4,156-32.1% |
| Participant deferral / active EE | $4,516 | $6,166-26.8% | $5,453-17.2% | $6,407-29.5% |
| Admin fee / account holder | $24 | $16,471-99.9% | $14,116-99.8% | $12,270-99.8% |