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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,152 | $154,228-85.0% | $145,433-84.1% | $137,256-83.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.43% | 74.59%-49.2pp | 66.58%-41.1pp | 220.34%-194.9pp |
| Employer contribution / active EE | $3,212 | $4,804-33.1% | $4,554-29.5% | $4,156-22.7% |
| Participant deferral / active EE | $6,177 | $8,216-24.8% | $7,897-21.8% | $6,407-3.6% |
| Admin fee / account holder | $49 | $14,344-99.7% | $13,129-99.6% | $12,270-99.6% |