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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,670 | $174,379-87.6% | $152,093-85.8% | $138,895-84.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 29.39% | 74.86%-45.5pp | 66.36%-37.0pp | 145.39%-116.0pp |
| Employer contribution / active EE | $2,286 | $4,652-50.9% | $4,175-45.3% | $4,194-45.5% |
| Participant deferral / active EE | $3,851 | $6,159-37.5% | $5,451-29.4% | $6,396-39.8% |
| Admin fee / account holder | $250 | $16,880-98.5% | $14,497-98.3% | $12,562-98.0% |