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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,889 | $154,228-86.5% | $145,433-85.6% | $137,256-84.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 32.08% | 74.59%-42.5pp | 66.58%-34.5pp | 220.34%-188.3pp |
| Employer contribution / active EE | $3,532 | $4,804-26.5% | $4,554-22.5% | $4,156-15.0% |
| Participant deferral / active EE | $8,864 | $8,216+7.9% | $7,897+12.2% | $6,407+38.4% |
| Admin fee / account holder | $256 | $14,344-98.2% | $13,129-98.0% | $12,270-97.9% |