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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,135 | $196,972-82.7% | $182,262-81.3% | $198,609-82.8% |
| Participation rate | 85.7% | 85.7%0pp | 84.2%+1.5pp | 82.4%+3.3pp |
| Annual return | 21.31% | 158.27%-137.0pp | 140.60%-119.3pp | 202.70%-181.4pp |
| Employer contribution / active EE | $2,905 | $5,364-45.8% | $5,046-42.4% | $5,055-42.5% |
| Participant deferral / active EE | $4,641 | $8,643-46.3% | $8,276-43.9% | $6,977-33.5% |
| Admin fee / account holder | $75 | $18,429-99.6% | $16,712-99.6% | $19,030-99.6% |