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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,276 | $172,111-75.4% | $150,298-71.9% | $137,256-69.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.70% | 69.37%-51.7pp | 62.79%-45.1pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,034 | $4,636-56.1% | $4,154-51.0% | $4,156-51.1% |
| Participant deferral / active EE | $2,893 | $6,166-53.1% | $5,453-46.9% | $6,407-54.9% |
| Admin fee / account holder | $150 | $16,471-99.1% | $14,116-98.9% | $12,270-98.8% |