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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,030 | $154,228-84.4% | $145,433-83.5% | $137,256-82.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.88% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $3,702 | $4,804-22.9% | $4,554-18.7% | $4,156-10.9% |
| Participant deferral / active EE | $7,047 | $8,216-14.2% | $7,897-10.8% | $6,407+10.0% |
| Admin fee / account holder | $134 | $14,344-99.1% | $13,129-99.0% | $12,270-98.9% |