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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,869 | $154,228-71.6% | $145,433-69.8% | $137,256-68.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.13% | 74.59%-54.5pp | 66.58%-46.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,662 | $4,804-65.4% | $4,554-63.5% | $4,156-60.0% |
| Participant deferral / active EE | $2,468 | $8,216-70.0% | $7,897-68.8% | $6,407-61.5% |
| Admin fee / account holder | $107 | $14,344-99.3% | $13,129-99.2% | $12,270-99.1% |