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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,172 | $154,228-83.0% | $145,433-82.0% | $137,256-80.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.30% | 74.59%-49.3pp | 66.58%-41.3pp | 220.34%-195.0pp |
| Employer contribution / active EE | $3,576 | $4,804-25.6% | $4,554-21.5% | $4,156-14.0% |
| Participant deferral / active EE | $8,043 | $8,216-2.1% | $7,897+1.8% | $6,407+25.5% |
| Admin fee / account holder | $171 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |