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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,710 | $185,312-84.0% | $161,489-81.6% | $154,746-80.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.04% | 103.84%-83.8pp | 89.72%-69.7pp | 172.34%-152.3pp |
| Employer contribution / active EE | $2,623 | $4,769-45.0% | $4,268-38.5% | $4,379-40.1% |
| Participant deferral / active EE | $6,916 | $6,350+8.9% | $5,630+22.9% | $6,730+2.8% |
| Admin fee / account holder | $187 | $18,654-99.0% | $16,006-98.8% | $14,365-98.7% |