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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,058 | $185,312-86.5% | $161,489-84.5% | $154,746-83.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.54% | 103.84%-84.3pp | 89.72%-70.2pp | 172.34%-152.8pp |
| Employer contribution / active EE | $2,820 | $4,769-40.9% | $4,268-33.9% | $4,379-35.6% |
| Participant deferral / active EE | $4,516 | $6,350-28.9% | $5,630-19.8% | $6,730-32.9% |
| Admin fee / account holder | $24 | $18,654-99.9% | $16,006-99.9% | $14,365-99.8% |