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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,625 | $185,312-88.9% | $161,489-87.2% | $154,746-86.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 21.08% | 103.84%-82.8pp | 89.72%-68.6pp | 172.34%-151.3pp |
| Employer contribution / active EE | $1,700 | $4,769-64.4% | $4,268-60.2% | $4,379-61.2% |
| Participant deferral / active EE | $5,782 | $6,350-8.9% | $5,630+2.7% | $6,730-14.1% |
| Admin fee / account holder | $204 | $18,654-98.9% | $16,006-98.7% | $14,365-98.6% |