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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,382 | $155,555-72.1% | $146,866-70.5% | $155,188-72.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 21.18% | 115.41%-94.2pp | 102.85%-81.7pp | 148.84%-127.7pp |
| Employer contribution / active EE | $975 | $4,647-79.0% | $4,425-78.0% | $4,248-77.1% |
| Participant deferral / active EE | $7,708 | $8,044-4.2% | $7,759-0.7% | $6,531+18.0% |
| Admin fee / account holder | $125 | $14,755-99.2% | $13,620-99.1% | $14,480-99.1% |