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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,230 | $97,125-72.0% | $86,233-68.4% | $137,256-80.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.32% | 74.19%-55.9pp | 61.39%-43.1pp | 220.34%-202.0pp |
| Employer contribution / active EE | $3,843 | $2,841+35.2% | $2,504+53.4% | $4,156-7.5% |
| Participant deferral / active EE | $5,671 | $5,180+9.5% | $4,559+24.4% | $6,407-11.5% |
| Admin fee / account holder | $285 | $9,725-97.1% | $8,342-96.6% | $12,270-97.7% |