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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,623 | $156,398-84.3% | $147,318-83.3% | $138,895-82.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.97% | 78.75%-57.8pp | 70.43%-49.5pp | 145.39%-124.4pp |
| Employer contribution / active EE | $2,816 | $4,853-42.0% | $4,593-38.7% | $4,194-32.9% |
| Participant deferral / active EE | $11,631 | $8,237+41.2% | $7,906+47.1% | $6,396+81.8% |
| Admin fee / account holder | $247 | $14,976-98.3% | $13,708-98.2% | $12,562-98.0% |