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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,014 | $197,625-78.7% | $177,840-76.4% | $158,966-73.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.24% | 58.76%-45.5pp | 48.32%-35.1pp | 302.95%-289.7pp |
| Employer contribution / active EE | $2,033 | $6,698-69.7% | $5,919-65.7% | $4,762-57.3% |
| Participant deferral / active EE | $3,570 | $8,405-57.5% | $7,714-53.7% | $5,983-40.3% |
| Admin fee / account holder | $182 | $15,405-98.8% | $12,431-98.5% | $11,250-98.4% |