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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,517 | $227,291-32.9% | $214,702-29.0% | $155,188-1.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 20.27% | 60.08%-39.8pp | 54.55%-34.3pp | 148.84%-128.6pp |
| Employer contribution / active EE | $1,934 | $6,772-71.4% | $6,461-70.1% | $4,248-54.5% |
| Participant deferral / active EE | $4,000 | $9,582-58.3% | $9,147-56.3% | $6,531-38.8% |
| Admin fee / account holder | $68 | $20,413-99.7% | $19,830-99.7% | $14,480-99.5% |