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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,221 | $156,398-76.8% | $147,318-75.4% | $138,895-73.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.59% | 78.75%-62.2pp | 70.43%-53.8pp | 145.39%-128.8pp |
| Employer contribution / active EE | $2,335 | $4,853-51.9% | $4,593-49.2% | $4,194-44.3% |
| Participant deferral / active EE | $4,753 | $8,237-42.3% | $7,906-39.9% | $6,396-25.7% |
| Admin fee / account holder | $189 | $14,976-98.7% | $13,708-98.6% | $12,562-98.5% |