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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,410 | $162,136-78.2% | $152,301-76.7% | $154,746-77.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.27% | 91.02%-68.8pp | 80.50%-58.2pp | 172.34%-150.1pp |
| Employer contribution / active EE | $2,619 | $4,890-46.5% | $4,624-43.4% | $4,379-40.2% |
| Participant deferral / active EE | $6,310 | $8,341-24.4% | $8,004-21.2% | $6,730-6.3% |
| Admin fee / account holder | $80 | $15,759-99.5% | $14,398-99.4% | $14,365-99.4% |