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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,625 | $162,136-73.7% | $152,301-72.0% | $154,746-72.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.75% | 91.02%-72.3pp | 80.50%-61.8pp | 172.34%-153.6pp |
| Employer contribution / active EE | $1,677 | $4,890-65.7% | $4,624-63.7% | $4,379-61.7% |
| Participant deferral / active EE | $3,835 | $8,341-54.0% | $8,004-52.1% | $6,730-43.0% |
| Admin fee / account holder | $50 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |