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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,054 | $154,228-77.9% | $145,433-76.6% | $137,256-75.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.51% | 74.59%-54.1pp | 66.58%-46.1pp | 220.34%-199.8pp |
| Employer contribution / active EE | $5,494 | $4,804+14.4% | $4,554+20.6% | $4,156+32.2% |
| Participant deferral / active EE | $16,698 | $8,216+103.2% | $7,897+111.4% | $6,407+160.6% |
| Admin fee / account holder | $205 | $14,344-98.6% | $13,129-98.4% | $12,270-98.3% |