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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,755 | $154,228-82.0% | $145,433-80.9% | $137,256-79.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.60% | 74.59%-51.0pp | 66.58%-43.0pp | 220.34%-196.7pp |
| Employer contribution / active EE | $2,729 | $4,804-43.2% | $4,554-40.1% | $4,156-34.3% |
| Participant deferral / active EE | $7,395 | $8,216-10.0% | $7,897-6.4% | $6,407+15.4% |
| Admin fee / account holder | $66 | $14,344-99.5% | $13,129-99.5% | $12,270-99.5% |