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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,337 | $172,111-85.9% | $150,298-83.8% | $137,256-82.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 34.79% | 69.37%-34.6pp | 62.79%-28.0pp | 220.34%-185.5pp |
| Employer contribution / active EE | $1,661 | $4,636-64.2% | $4,154-60.0% | $4,156-60.0% |
| Participant deferral / active EE | $9,184 | $6,166+48.9% | $5,453+68.4% | $6,407+43.3% |
| Admin fee / account holder | $156 | $16,471-99.1% | $14,116-98.9% | $12,270-98.7% |