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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,436 | $154,228-79.0% | $145,433-77.7% | $137,256-76.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.73% | 74.59%-48.9pp | 66.58%-40.9pp | 220.34%-194.6pp |
| Employer contribution / active EE | $1,071 | $4,804-77.7% | $4,554-76.5% | $4,156-74.2% |
| Participant deferral / active EE | $4,751 | $8,216-42.2% | $7,897-39.8% | $6,407-25.8% |
| Admin fee / account holder | $67 | $14,344-99.5% | $13,129-99.5% | $12,270-99.5% |