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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,625 | $196,972-78.4% | $182,262-76.6% | $198,609-78.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.75% | 158.27%-139.5pp | 140.60%-121.9pp | 202.70%-184.0pp |
| Employer contribution / active EE | $1,677 | $5,364-68.7% | $5,046-66.8% | $5,055-66.8% |
| Participant deferral / active EE | $3,835 | $8,643-55.6% | $8,276-53.7% | $6,977-45.0% |
| Admin fee / account holder | $50 | $18,429-99.7% | $16,712-99.7% | $19,030-99.7% |