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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,637 | $178,174-80.0% | $156,181-77.2% | $137,256-74.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 20.83% | 84.19%-63.4pp | 64.87%-44.0pp | 220.34%-199.5pp |
| Employer contribution / active EE | $3,600 | $4,972-27.6% | $4,294-16.2% | $4,156-13.4% |
| Participant deferral / active EE | $3,600 | $6,888-47.7% | $6,132-41.3% | $6,407-43.8% |
| Admin fee / account holder | $216 | $17,404-98.8% | $14,586-98.5% | $12,270-98.2% |