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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,606 | $172,111-82.2% | $150,298-79.6% | $137,256-77.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.15% | 69.37%-54.2pp | 62.79%-47.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,599 | $4,636-43.9% | $4,154-37.4% | $4,156-37.5% |
| Participant deferral / active EE | $2,588 | $6,166-58.0% | $5,453-52.5% | $6,407-59.6% |
| Admin fee / account holder | $24 | $16,471-99.9% | $14,116-99.8% | $12,270-99.8% |