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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,263 | $162,136-87.5% | $152,301-86.7% | $154,746-86.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.83% | 91.02%-71.2pp | 80.50%-60.7pp | 172.34%-152.5pp |
| Employer contribution / active EE | $2,500 | $4,890-48.9% | $4,624-45.9% | $4,379-42.9% |
| Participant deferral / active EE | $3,126 | $8,341-62.5% | $8,004-60.9% | $6,730-53.6% |
| Admin fee / account holder | $48 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |