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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,012 | $154,228-74.1% | $145,433-72.5% | $137,256-70.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.97% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,000 | $4,804-58.4% | $4,554-56.1% | $4,156-51.9% |
| Participant deferral / active EE | $2,500 | $8,216-69.6% | $7,897-68.3% | $6,407-61.0% |
| Admin fee / account holder | $110 | $14,344-99.2% | $13,129-99.2% | $12,270-99.1% |