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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,735 | $172,111-84.5% | $150,298-82.2% | $137,256-80.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.96% | 69.37%-51.4pp | 62.79%-44.8pp | 220.34%-202.4pp |
| Employer contribution / active EE | $4,458 | $4,636-3.9% | $4,154+7.3% | $4,156+7.3% |
| Participant deferral / active EE | $4,268 | $6,166-30.8% | $5,453-21.7% | $6,407-33.4% |
| Admin fee / account holder | $156 | $16,471-99.1% | $14,116-98.9% | $12,270-98.7% |