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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,751 | $155,555-82.8% | $146,866-81.8% | $155,188-82.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 26.92% | 115.41%-88.5pp | 102.85%-75.9pp | 148.84%-121.9pp |
| Employer contribution / active EE | $2,761 | $4,647-40.6% | $4,425-37.6% | $4,248-35.0% |
| Participant deferral / active EE | $8,963 | $8,044+11.4% | $7,759+15.5% | $6,531+37.2% |
| Admin fee / account holder | $40 | $14,755-99.7% | $13,620-99.7% | $14,480-99.7% |