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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,595 | $155,555-72.6% | $146,866-71.0% | $155,188-72.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 22.23% | 115.41%-93.2pp | 102.85%-80.6pp | 148.84%-126.6pp |
| Employer contribution / active EE | $2,216 | $4,647-52.3% | $4,425-49.9% | $4,248-47.8% |
| Participant deferral / active EE | $7,553 | $8,044-6.1% | $7,759-2.7% | $6,531+15.6% |
| Admin fee / account holder | $40 | $14,755-99.7% | $13,620-99.7% | $14,480-99.7% |