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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,072 | $162,136-77.8% | $152,301-76.3% | $154,746-76.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.20% | 91.02%-72.8pp | 80.50%-62.3pp | 172.34%-154.1pp |
| Employer contribution / active EE | $3,508 | $4,890-28.3% | $4,624-24.2% | $4,379-19.9% |
| Participant deferral / active EE | $5,126 | $8,341-38.5% | $8,004-36.0% | $6,730-23.8% |
| Admin fee / account holder | $85 | $15,759-99.5% | $14,398-99.4% | $14,365-99.4% |