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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,631 | $154,228-89.9% | $145,433-89.3% | $137,256-88.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.82% | 74.59%-49.8pp | 66.58%-41.8pp | 220.34%-195.5pp |
| Employer contribution / active EE | $3,257 | $4,804-32.2% | $4,554-28.5% | $4,156-21.6% |
| Participant deferral / active EE | $6,009 | $8,216-26.9% | $7,897-23.9% | $6,407-6.2% |
| Admin fee / account holder | $33 | $14,344-99.8% | $13,129-99.7% | $12,270-99.7% |