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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,429 | $174,379-76.8% | $152,093-73.4% | $138,895-70.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.96% | 74.86%-59.9pp | 66.36%-51.4pp | 145.39%-130.4pp |
| Employer contribution / active EE | $1,167 | $4,652-74.9% | $4,175-72.0% | $4,194-72.2% |
| Participant deferral / active EE | $2,792 | $6,159-54.7% | $5,451-48.8% | $6,396-56.4% |
| Admin fee / account holder | $141 | $16,880-99.2% | $14,497-99.0% | $12,562-98.9% |