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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,722 | $172,111-80.4% | $150,298-77.6% | $137,256-75.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.29% | 69.37%-53.1pp | 62.79%-46.5pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,883 | $4,636-59.4% | $4,154-54.7% | $4,156-54.7% |
| Participant deferral / active EE | $2,363 | $6,166-61.7% | $5,453-56.7% | $6,407-63.1% |
| Admin fee / account holder | $20 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |