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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,080 | $157,296-80.9% | $141,191-78.7% | $152,897-80.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 21.29% | 64.34%-43.0pp | 71.41%-50.1pp | 345.43%-324.1pp |
| Employer contribution / active EE | $1,208 | $5,262-77.0% | $4,736-74.5% | $4,764-74.6% |
| Participant deferral / active EE | $8,425 | $7,111+18.5% | $6,710+25.6% | $5,851+44.0% |
| Admin fee / account holder | $13 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |