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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,412 | $185,312-80.4% | $161,489-77.5% | $154,746-76.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.53% | 103.84%-85.3pp | 89.72%-71.2pp | 172.34%-153.8pp |
| Employer contribution / active EE | $2,941 | $4,769-38.3% | $4,268-31.1% | $4,379-32.8% |
| Participant deferral / active EE | $4,592 | $6,350-27.7% | $5,630-18.4% | $6,730-31.8% |
| Admin fee / account holder | $84 | $18,654-99.5% | $16,006-99.5% | $14,365-99.4% |