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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,591 | $185,312-74.3% | $161,489-70.5% | $154,746-69.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.75% | 103.84%-84.1pp | 89.72%-70.0pp | 172.34%-152.6pp |
| Employer contribution / active EE | $4,113 | $4,769-13.8% | $4,268-3.6% | $4,379-6.1% |
| Participant deferral / active EE | $2,160 | $6,350-66.0% | $5,630-61.6% | $6,730-67.9% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |