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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,429 | $185,312-78.2% | $161,489-75.0% | $154,746-73.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.96% | 103.84%-88.9pp | 89.72%-74.8pp | 172.34%-157.4pp |
| Employer contribution / active EE | $1,167 | $4,769-75.5% | $4,268-72.7% | $4,379-73.4% |
| Participant deferral / active EE | $2,792 | $6,350-56.0% | $5,630-50.4% | $6,730-58.5% |
| Admin fee / account holder | $141 | $18,654-99.2% | $16,006-99.1% | $14,365-99.0% |