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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,103 | $148,623-77.7% | $135,974-75.7% | $139,466-76.3% |
| Participation rate | 82.4% | 83.9%-1.5pp | 81.9%+0.4pp | 80.3%+2.0pp |
| Annual return | 12.57% | 79.30%-66.7pp | 68.30%-55.7pp | 373.66%-361.1pp |
| Employer contribution / active EE | $3,542 | $5,246-32.5% | $4,859-27.1% | $4,754-25.5% |
| Participant deferral / active EE | $4,835 | $8,103-40.3% | $7,760-37.7% | $6,712-28.0% |
| Admin fee / account holder | $45 | $12,406-99.6% | $10,767-99.6% | $11,409-99.6% |