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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,006 | $185,312-70.9% | $161,489-66.6% | $154,746-65.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 25.48% | 103.84%-78.4pp | 89.72%-64.2pp | 172.34%-146.9pp |
| Employer contribution / active EE | $1,542 | $4,769-67.7% | $4,268-63.9% | $4,379-64.8% |
| Participant deferral / active EE | $2,782 | $6,350-56.2% | $5,630-50.6% | $6,730-58.7% |
| Admin fee / account holder | $204 | $18,654-98.9% | $16,006-98.7% | $14,365-98.6% |