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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,908 | $154,228-70.9% | $145,433-69.1% | $137,256-67.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.21% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $6,391 | $4,804+33.0% | $4,554+40.3% | $4,156+53.8% |
| Participant deferral / active EE | $4,400 | $8,216-46.4% | $7,897-44.3% | $6,407-31.3% |
| Admin fee / account holder | $299 | $14,344-97.9% | $13,129-97.7% | $12,270-97.6% |