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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,012 | $156,398-74.4% | $147,318-72.8% | $138,895-71.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.97% | 78.75%-61.8pp | 70.43%-53.5pp | 145.39%-128.4pp |
| Employer contribution / active EE | $2,000 | $4,853-58.8% | $4,593-56.5% | $4,194-52.3% |
| Participant deferral / active EE | $2,500 | $8,237-69.7% | $7,906-68.4% | $6,396-60.9% |
| Admin fee / account holder | $110 | $14,976-99.3% | $13,708-99.2% | $12,562-99.1% |