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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,639 | $181,062-86.9% | $158,223-85.1% | $155,188-84.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 26.90% | 57.39%-30.5pp | 52.09%-25.2pp | 148.84%-121.9pp |
| Employer contribution / active EE | $2,896 | $4,565-36.6% | $4,109-29.5% | $4,248-31.8% |
| Participant deferral / active EE | $3,716 | $6,134-39.4% | $5,467-32.0% | $6,531-43.1% |
| Admin fee / account holder | $82 | $18,825-99.6% | $16,047-99.5% | $14,480-99.4% |