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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,221 | $154,228-76.5% | $145,433-75.1% | $137,256-73.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.59% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,335 | $4,804-51.4% | $4,554-48.7% | $4,156-43.8% |
| Participant deferral / active EE | $4,753 | $8,216-42.1% | $7,897-39.8% | $6,407-25.8% |
| Admin fee / account holder | $189 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |