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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,330 | $181,062-84.4% | $158,223-82.1% | $155,188-81.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 19.69% | 57.39%-37.7pp | 52.09%-32.4pp | 148.84%-129.2pp |
| Employer contribution / active EE | $3,978 | $4,565-12.9% | $4,109-3.2% | $4,248-6.4% |
| Participant deferral / active EE | $3,271 | $6,134-46.7% | $5,467-40.2% | $6,531-49.9% |
| Admin fee / account holder | $79 | $18,825-99.6% | $16,047-99.5% | $14,480-99.5% |