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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,540 | $172,111-85.7% | $150,298-83.7% | $137,256-82.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 24.49% | 69.37%-44.9pp | 62.79%-38.3pp | 220.34%-195.8pp |
| Employer contribution / active EE | $4,229 | $4,636-8.8% | $4,154+1.8% | $4,156+1.8% |
| Participant deferral / active EE | $10,907 | $6,166+76.9% | $5,453+100.0% | $6,407+70.2% |
| Admin fee / account holder | $241 | $16,471-98.5% | $14,116-98.3% | $12,270-98.0% |