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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,689 | $154,228-74.9% | $145,433-73.4% | $137,256-71.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.61% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,058 | $4,804-57.2% | $4,554-54.8% | $4,156-50.5% |
| Participant deferral / active EE | $8,652 | $8,216+5.3% | $7,897+9.5% | $6,407+35.0% |
| Admin fee / account holder | $102 | $14,344-99.3% | $13,129-99.2% | $12,270-99.2% |