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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,822 | $154,228-78.7% | $145,433-77.4% | $137,256-76.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.75% | 74.59%-51.8pp | 66.58%-43.8pp | 220.34%-197.6pp |
| Employer contribution / active EE | $3,502 | $4,804-27.1% | $4,554-23.1% | $4,156-15.7% |
| Participant deferral / active EE | $10,935 | $8,216+33.1% | $7,897+38.5% | $6,407+70.7% |
| Admin fee / account holder | $70 | $14,344-99.5% | $13,129-99.5% | $12,270-99.4% |