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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,474 | $185,312-83.0% | $161,489-80.5% | $154,746-79.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 25.06% | 103.84%-78.8pp | 89.72%-64.7pp | 172.34%-147.3pp |
| Employer contribution / active EE | $4,572 | $4,769-4.1% | $4,268+7.1% | $4,379+4.4% |
| Participant deferral / active EE | $4,572 | $6,350-28.0% | $5,630-18.8% | $6,730-32.1% |
| Admin fee / account holder | $80 | $18,654-99.6% | $16,006-99.5% | $14,365-99.4% |