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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,497 | $162,136-82.4% | $152,301-81.3% | $154,746-81.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 25.18% | 91.02%-65.8pp | 80.50%-55.3pp | 172.34%-147.2pp |
| Employer contribution / active EE | $6,665 | $4,890+36.3% | $4,624+44.1% | $4,379+52.2% |
| Participant deferral / active EE | $7,460 | $8,341-10.6% | $8,004-6.8% | $6,730+10.8% |
| Admin fee / account holder | $43 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |