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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,913 | $185,312-82.8% | $161,489-80.2% | $154,746-79.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 21.01% | 103.84%-82.8pp | 89.72%-68.7pp | 172.34%-151.3pp |
| Employer contribution / active EE | $3,954 | $4,769-17.1% | $4,268-7.4% | $4,379-9.7% |
| Participant deferral / active EE | $6,914 | $6,350+8.9% | $5,630+22.8% | $6,730+2.7% |
| Admin fee / account holder | $182 | $18,654-99.0% | $16,006-98.9% | $14,365-98.7% |