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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,303 | $155,555-85.7% | $146,866-84.8% | $155,188-85.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 23.25% | 115.41%-92.2pp | 102.85%-79.6pp | 148.84%-125.6pp |
| Employer contribution / active EE | $2,555 | $4,647-45.0% | $4,425-42.2% | $4,248-39.8% |
| Participant deferral / active EE | $5,894 | $8,044-26.7% | $7,759-24.0% | $6,531-9.8% |
| Admin fee / account holder | $204 | $14,755-98.6% | $13,620-98.5% | $14,480-98.6% |