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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,220 | $154,228-80.4% | $145,433-79.2% | $137,256-78.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.07% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2,541 | $4,804-47.1% | $4,554-44.2% | $4,156-38.9% |
| Participant deferral / active EE | $6,437 | $8,216-21.7% | $7,897-18.5% | $6,407+0.5% |
| Admin fee / account holder | $202 | $14,344-98.6% | $13,129-98.5% | $12,270-98.4% |