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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,728 | $155,555-83.5% | $146,866-82.5% | $155,188-83.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 23.34% | 115.41%-92.1pp | 102.85%-79.5pp | 148.84%-125.5pp |
| Employer contribution / active EE | $3,396 | $4,647-26.9% | $4,425-23.2% | $4,248-20.1% |
| Participant deferral / active EE | $12,787 | $8,044+59.0% | $7,759+64.8% | $6,531+95.8% |
| Admin fee / account holder | $235 | $14,755-98.4% | $13,620-98.3% | $14,480-98.4% |