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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,998 | $185,312-83.3% | $161,489-80.8% | $154,746-80.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.88% | 103.84%-84.0pp | 89.72%-69.8pp | 172.34%-152.5pp |
| Employer contribution / active EE | $1,353 | $4,769-71.6% | $4,268-68.3% | $4,379-69.1% |
| Participant deferral / active EE | $5,757 | $6,350-9.3% | $5,630+2.3% | $6,730-14.5% |
| Admin fee / account holder | $40 | $18,654-99.8% | $16,006-99.8% | $14,365-99.7% |