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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,050 | $155,555-89.7% | $146,866-89.1% | $155,188-89.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 72.42% | 115.41%-43.0pp | 102.85%-30.4pp | 148.84%-76.4pp |
| Employer contribution / active EE | $2,811 | $4,647-39.5% | $4,425-36.5% | $4,248-33.8% |
| Participant deferral / active EE | $7,560 | $8,044-6.0% | $7,759-2.6% | $6,531+15.7% |
| Admin fee / account holder | $41 | $14,755-99.7% | $13,620-99.7% | $14,480-99.7% |