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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,700 | $155,555-87.3% | $146,866-86.6% | $155,188-87.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 26.85% | 115.41%-88.6pp | 102.85%-76.0pp | 148.84%-122.0pp |
| Employer contribution / active EE | $2,813 | $4,647-39.5% | $4,425-36.4% | $4,248-33.8% |
| Participant deferral / active EE | $8,155 | $8,044+1.4% | $7,759+5.1% | $6,531+24.9% |
| Admin fee / account holder | $34 | $14,755-99.8% | $13,620-99.7% | $14,480-99.8% |