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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,925 | $154,228-85.8% | $145,433-84.9% | $137,256-84.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 27.78% | 74.59%-46.8pp | 66.58%-38.8pp | 220.34%-192.6pp |
| Employer contribution / active EE | $3,210 | $4,804-33.2% | $4,554-29.5% | $4,156-22.8% |
| Participant deferral / active EE | $6,320 | $8,216-23.1% | $7,897-20.0% | $6,407-1.4% |
| Admin fee / account holder | $10 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |