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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,227 | $185,312-85.3% | $161,489-83.1% | $154,746-82.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.77% | 103.84%-85.1pp | 89.72%-71.0pp | 172.34%-153.6pp |
| Employer contribution / active EE | $1,492 | $4,769-68.7% | $4,268-65.0% | $4,379-65.9% |
| Participant deferral / active EE | $3,346 | $6,350-47.3% | $5,630-40.6% | $6,730-50.3% |
| Admin fee / account holder | $62 | $18,654-99.7% | $16,006-99.6% | $14,365-99.6% |