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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,967 | $154,228-87.1% | $145,433-86.3% | $137,256-85.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.84% | 74.59%-48.8pp | 66.58%-40.7pp | 220.34%-194.5pp |
| Employer contribution / active EE | $3,418 | $4,804-28.9% | $4,554-25.0% | $4,156-17.8% |
| Participant deferral / active EE | $3,730 | $8,216-54.6% | $7,897-52.8% | $6,407-41.8% |
| Admin fee / account holder | $300 | $14,344-97.9% | $13,129-97.7% | $12,270-97.6% |