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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,042 | $181,062-88.4% | $158,223-86.7% | $155,188-86.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 21.30% | 57.39%-36.1pp | 52.09%-30.8pp | 148.84%-127.5pp |
| Employer contribution / active EE | $2,247 | $4,565-50.8% | $4,109-45.3% | $4,248-47.1% |
| Participant deferral / active EE | $6,532 | $6,134+6.5% | $5,467+19.5% | $6,5310% |
| Admin fee / account holder | $44 | $18,825-99.8% | $16,047-99.7% | $14,480-99.7% |