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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,144 | $174,379-79.3% | $152,093-76.2% | $138,895-74.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 21.14% | 74.86%-53.7pp | 66.36%-45.2pp | 145.39%-124.3pp |
| Employer contribution / active EE | $2,747 | $4,652-40.9% | $4,175-34.2% | $4,194-34.5% |
| Participant deferral / active EE | $5,024 | $6,159-18.4% | $5,451-7.8% | $6,396-21.5% |
| Admin fee / account holder | $196 | $16,880-98.8% | $14,497-98.7% | $12,562-98.4% |