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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,206 | $154,228-84.3% | $145,433-83.4% | $137,256-82.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.50% | 74.59%-52.1pp | 66.58%-44.1pp | 220.34%-197.8pp |
| Employer contribution / active EE | $3,466 | $4,804-27.9% | $4,554-23.9% | $4,156-16.6% |
| Participant deferral / active EE | $6,299 | $8,216-23.3% | $7,897-20.2% | $6,407-1.7% |
| Admin fee / account holder | $33 | $14,344-99.8% | $13,129-99.7% | $12,270-99.7% |