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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,028 | $155,555-76.8% | $146,866-75.5% | $155,188-76.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 28.37% | 115.41%-87.0pp | 102.85%-74.5pp | 148.84%-120.5pp |
| Employer contribution / active EE | $4,526 | $4,647-2.6% | $4,425+2.3% | $4,248+6.5% |
| Participant deferral / active EE | $12,142 | $8,044+50.9% | $7,759+56.5% | $6,531+85.9% |
| Admin fee / account holder | $80 | $14,755-99.5% | $13,620-99.4% | $14,480-99.4% |