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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,647 | $185,312-81.3% | $161,489-78.5% | $154,746-77.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.88% | 103.84%-86.0pp | 89.72%-71.8pp | 172.34%-154.5pp |
| Employer contribution / active EE | $8,300 | $4,769+74.0% | $4,268+94.5% | $4,379+89.5% |
| Participant deferral / active EE | $6,200 | $6,350-2.4% | $5,630+10.1% | $6,730-7.9% |
| Admin fee / account holder | $285 | $18,654-98.5% | $16,006-98.2% | $14,365-98.0% |