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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,540 | $181,062-86.4% | $158,223-84.5% | $155,188-84.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 24.49% | 57.39%-32.9pp | 52.09%-27.6pp | 148.84%-124.3pp |
| Employer contribution / active EE | $4,229 | $4,565-7.4% | $4,109+2.9% | $4,248-0.4% |
| Participant deferral / active EE | $10,907 | $6,134+77.8% | $5,467+99.5% | $6,531+67.0% |
| Admin fee / account holder | $241 | $18,825-98.7% | $16,047-98.5% | $14,480-98.3% |