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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,277 | $185,312-84.7% | $161,489-82.5% | $154,746-81.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 23.95% | 103.84%-79.9pp | 89.72%-65.8pp | 172.34%-148.4pp |
| Employer contribution / active EE | $4,866 | $4,769+2.0% | $4,268+14.0% | $4,379+11.1% |
| Participant deferral / active EE | $6,953 | $6,350+9.5% | $5,630+23.5% | $6,730+3.3% |
| Admin fee / account holder | $105 | $18,654-99.4% | $16,006-99.3% | $14,365-99.3% |