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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,624 | $154,228-77.6% | $145,433-76.2% | $137,256-74.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.08% | 74.59%-55.5pp | 66.58%-47.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,527 | $4,804-68.2% | $4,554-66.5% | $4,156-63.3% |
| Participant deferral / active EE | $2,719 | $8,216-66.9% | $7,897-65.6% | $6,407-57.6% |
| Admin fee / account holder | $70 | $14,344-99.5% | $13,129-99.5% | $12,270-99.4% |