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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,184 | $197,594-82.7% | $177,822-80.8% | $158,931-78.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.54% | 58.76%-40.2pp | 48.32%-29.8pp | 302.86%-284.3pp |
| Employer contribution / active EE | $2,138 | $6,697-68.1% | $5,918-63.9% | $4,761-55.1% |
| Participant deferral / active EE | $19,500 | $8,405+132.0% | $7,714+152.8% | $5,982+226.0% |
| Admin fee / account holder | $89 | $15,400-99.4% | $12,428-99.3% | $11,247-99.2% |