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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,255 | $154,228-78.4% | $145,433-77.1% | $137,256-75.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.13% | 74.59%-48.5pp | 66.58%-40.4pp | 220.34%-194.2pp |
| Employer contribution / active EE | $6,974 | $4,804+45.2% | $4,554+53.1% | $4,156+67.8% |
| Participant deferral / active EE | $25,002 | $8,216+204.3% | $7,897+216.6% | $6,407+290.2% |
| Admin fee / account holder | $77 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |