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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,855 | $154,228-82.6% | $145,433-81.5% | $137,256-80.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.62% | 74.59%-53.0pp | 66.58%-45.0pp | 220.34%-198.7pp |
| Employer contribution / active EE | $4,361 | $4,804-9.2% | $4,554-4.2% | $4,156+4.9% |
| Participant deferral / active EE | $4,363 | $8,216-46.9% | $7,897-44.8% | $6,407-31.9% |
| Admin fee / account holder | $54 | $14,344-99.6% | $13,129-99.6% | $12,270-99.6% |