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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,074 | $154,228-84.4% | $145,433-83.4% | $137,256-82.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.75% | 74.59%-49.8pp | 66.58%-41.8pp | 220.34%-195.6pp |
| Employer contribution / active EE | $2,117 | $4,804-55.9% | $4,554-53.5% | $4,156-49.1% |
| Participant deferral / active EE | $5,367 | $8,216-34.7% | $7,897-32.0% | $6,407-16.2% |
| Admin fee / account holder | $238 | $14,344-98.3% | $13,129-98.2% | $12,270-98.1% |