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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,683 | $156,398-79.1% | $147,318-77.8% | $138,895-76.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.57% | 78.75%-60.2pp | 70.43%-51.9pp | 145.39%-126.8pp |
| Employer contribution / active EE | $1,783 | $4,853-63.3% | $4,593-61.2% | $4,194-57.5% |
| Participant deferral / active EE | $2,672 | $8,237-67.6% | $7,906-66.2% | $6,396-58.2% |
| Admin fee / account holder | $251 | $14,976-98.3% | $13,708-98.2% | $12,562-98.0% |