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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,597 | $174,379-84.7% | $152,093-82.5% | $138,895-80.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 25.33% | 74.86%-49.5pp | 66.36%-41.0pp | 145.39%-120.1pp |
| Employer contribution / active EE | $3,507 | $4,652-24.6% | $4,175-16.0% | $4,194-16.4% |
| Participant deferral / active EE | $15,500 | $6,159+151.7% | $5,451+184.3% | $6,396+142.3% |
| Admin fee / account holder | $162 | $16,880-99.0% | $14,497-98.9% | $12,562-98.7% |