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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,913 | $172,111-81.5% | $150,298-78.8% | $137,256-76.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.01% | 69.37%-48.4pp | 62.79%-41.8pp | 220.34%-199.3pp |
| Employer contribution / active EE | $3,954 | $4,636-14.7% | $4,154-4.8% | $4,156-4.9% |
| Participant deferral / active EE | $6,914 | $6,166+12.1% | $5,453+26.8% | $6,407+7.9% |
| Admin fee / account holder | $182 | $16,471-98.9% | $14,116-98.7% | $12,270-98.5% |