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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,955 | $154,228-80.6% | $145,433-79.4% | $137,256-78.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.74% | 74.59%-49.9pp | 66.58%-41.8pp | 220.34%-195.6pp |
| Employer contribution / active EE | $1,577 | $4,804-67.2% | $4,554-65.4% | $4,156-62.1% |
| Participant deferral / active EE | $6,856 | $8,216-16.6% | $7,897-13.2% | $6,407+7.0% |
| Admin fee / account holder | $50 | $14,344-99.7% | $13,129-99.6% | $12,270-99.6% |