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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,130 | $154,228-75.3% | $145,433-73.8% | $137,256-72.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.25% | 74.59%-51.3pp | 66.58%-43.3pp | 220.34%-197.1pp |
| Employer contribution / active EE | $3,058 | $4,804-36.3% | $4,554-32.9% | $4,156-26.4% |
| Participant deferral / active EE | $3,670 | $8,216-55.3% | $7,897-53.5% | $6,407-42.7% |
| Admin fee / account holder | $78 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |