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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,489 | $174,379-86.0% | $152,093-83.9% | $138,895-82.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.23% | 74.86%-63.6pp | 66.36%-55.1pp | 145.39%-134.2pp |
| Employer contribution / active EE | $8,722 | $4,652+87.5% | $4,175+108.9% | $4,194+108.0% |
| Participant deferral / active EE | $8,251 | $6,159+34.0% | $5,451+51.4% | $6,396+29.0% |
| Admin fee / account holder | $5 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |