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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,707 | $209,336-87.7% | $197,124-87.0% | $137,256-81.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.23% | 48.09%-25.9pp | 44.34%-22.1pp | 220.34%-198.1pp |
| Employer contribution / active EE | $1,883 | $6,591-71.4% | $6,227-69.8% | $4,156-54.7% |
| Participant deferral / active EE | $9,817 | $9,614+2.1% | $9,135+7.5% | $6,407+53.2% |
| Admin fee / account holder | $35 | $17,308-99.8% | $16,298-99.8% | $12,270-99.7% |