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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,213 | $172,111-81.3% | $150,298-78.6% | $137,256-76.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.34% | 69.37%-52.0pp | 62.79%-45.4pp | 220.34%-203.0pp |
| Employer contribution / active EE | $5,539 | $4,636+19.5% | $4,154+33.3% | $4,156+33.3% |
| Participant deferral / active EE | $6,513 | $6,166+5.6% | $5,453+19.4% | $6,407+1.6% |
| Admin fee / account holder | $193 | $16,471-98.8% | $14,116-98.6% | $12,270-98.4% |