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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,835 | $185,312-85.0% | $161,489-82.8% | $154,746-82.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.14% | 103.84%-87.7pp | 89.72%-73.6pp | 172.34%-156.2pp |
| Employer contribution / active EE | $3,471 | $4,769-27.2% | $4,268-18.7% | $4,379-20.7% |
| Participant deferral / active EE | $6,862 | $6,350+8.1% | $5,630+21.9% | $6,730+2.0% |
| Admin fee / account holder | $40 | $18,654-99.8% | $16,006-99.8% | $14,365-99.7% |