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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,392 | $185,312-82.5% | $161,489-79.9% | $154,746-79.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.35% | 103.84%-86.5pp | 89.72%-72.4pp | 172.34%-155.0pp |
| Employer contribution / active EE | $2,385 | $4,769-50.0% | $4,268-44.1% | $4,379-45.5% |
| Participant deferral / active EE | $4,714 | $6,350-25.8% | $5,630-16.3% | $6,730-30.0% |
| Admin fee / account holder | $20 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |