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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,775 | $181,062-88.0% | $158,223-86.2% | $155,188-86.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 27.17% | 57.39%-30.2pp | 52.09%-24.9pp | 148.84%-121.7pp |
| Employer contribution / active EE | $2,414 | $4,565-47.1% | $4,109-41.3% | $4,248-43.2% |
| Participant deferral / active EE | $8,226 | $6,134+34.1% | $5,467+50.5% | $6,531+26.0% |
| Admin fee / account holder | $41 | $18,825-99.8% | $16,047-99.7% | $14,480-99.7% |