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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,004 | $115,917-84.5% | $100,535-82.1% | $158,982-88.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 19.31% | 34.80%-15.5pp | 30.90%-11.6pp | 302.99%-283.7pp |
| Employer contribution / active EE | $4,598 | $4,105+12.0% | $3,419+34.5% | $4,763-3.5% |
| Participant deferral / active EE | $6,128 | $6,677-8.2% | $6,271-2.3% | $5,983+2.4% |
| Admin fee / account holder | $4 | $11,002-100.0% | $8,085-99.9% | $11,252-100.0% |