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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,391 | $154,228-82.9% | $145,433-81.9% | $137,256-80.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.04% | 74.59%-55.5pp | 66.58%-47.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $3,046 | $4,804-36.6% | $4,554-33.1% | $4,156-26.7% |
| Participant deferral / active EE | $4,062 | $8,216-50.6% | $7,897-48.6% | $6,407-36.6% |
| Admin fee / account holder | $112 | $14,344-99.2% | $13,129-99.1% | $12,270-99.1% |