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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,728 | $156,398-83.5% | $147,318-82.5% | $138,895-81.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 23.34% | 78.75%-55.4pp | 70.43%-47.1pp | 145.39%-122.1pp |
| Employer contribution / active EE | $3,396 | $4,853-30.0% | $4,593-26.1% | $4,194-19.0% |
| Participant deferral / active EE | $12,787 | $8,237+55.2% | $7,906+61.7% | $6,396+99.9% |
| Admin fee / account holder | $235 | $14,976-98.4% | $13,708-98.3% | $12,562-98.1% |