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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,882 | $155,555-89.8% | $146,866-89.2% | $155,188-89.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 26.70% | 115.41%-88.7pp | 102.85%-76.2pp | 148.84%-122.1pp |
| Employer contribution / active EE | $2,664 | $4,647-42.7% | $4,425-39.8% | $4,248-37.3% |
| Participant deferral / active EE | $7,104 | $8,044-11.7% | $7,759-8.4% | $6,531+8.8% |
| Admin fee / account holder | $40 | $14,755-99.7% | $13,620-99.7% | $14,480-99.7% |