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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,103 | $154,228-87.6% | $145,433-86.9% | $137,256-86.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.50% | 74.59%-49.1pp | 66.58%-41.1pp | 220.34%-194.8pp |
| Employer contribution / active EE | $5,960 | $4,804+24.1% | $4,554+30.9% | $4,156+43.4% |
| Participant deferral / active EE | $5,764 | $8,216-29.8% | $7,897-27.0% | $6,407-10.0% |
| Admin fee / account holder | $148 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |