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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,253 | $155,555-82.5% | $146,866-81.4% | $155,188-82.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.90% | 115.41%-96.5pp | 102.85%-84.0pp | 148.84%-129.9pp |
| Employer contribution / active EE | $3,654 | $4,647-21.4% | $4,425-17.4% | $4,248-14.0% |
| Participant deferral / active EE | $8,150 | $8,044+1.3% | $7,759+5.0% | $6,531+24.8% |
| Admin fee / account holder | $63 | $14,755-99.6% | $13,620-99.5% | $14,480-99.6% |