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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,063 | $185,312-78.9% | $161,489-75.8% | $154,746-74.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.76% | 103.84%-85.1pp | 89.72%-71.0pp | 172.34%-153.6pp |
| Employer contribution / active EE | $4,539 | $4,769-4.8% | $4,268+6.3% | $4,379+3.7% |
| Participant deferral / active EE | $3,247 | $6,350-48.9% | $5,630-42.3% | $6,730-51.8% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |