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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,892 | $162,136-74.2% | $152,301-72.5% | $154,746-72.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.11% | 91.02%-70.9pp | 80.50%-60.4pp | 172.34%-152.2pp |
| Employer contribution / active EE | $3,014 | $4,890-38.4% | $4,624-34.8% | $4,379-31.2% |
| Participant deferral / active EE | $5,981 | $8,341-28.3% | $8,004-25.3% | $6,730-11.1% |
| Admin fee / account holder | $83 | $15,759-99.5% | $14,398-99.4% | $14,365-99.4% |