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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,710 | $185,312-78.6% | $161,489-75.4% | $154,746-74.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.50% | 103.84%-83.3pp | 89.72%-69.2pp | 172.34%-151.8pp |
| Employer contribution / active EE | $3,190 | $4,769-33.1% | $4,268-25.3% | $4,379-27.2% |
| Participant deferral / active EE | $6,538 | $6,350+3.0% | $5,630+16.1% | $6,730-2.9% |
| Admin fee / account holder | $269 | $18,654-98.6% | $16,006-98.3% | $14,365-98.1% |