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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,893 | $139,948-72.9% | $121,663-68.9% | $154,746-75.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 15.31% | 230.52%-215.2pp | 147.54%-132.2pp | 172.34%-157.0pp |
| Employer contribution / active EE | $6,234 | $3,521+77.1% | $3,020+106.4% | $4,379+42.4% |
| Participant deferral / active EE | $12,268 | $5,629+117.9% | $4,887+151.0% | $6,730+82.3% |
| Admin fee / account holder | $103 | $17,321-99.4% | $14,289-99.3% | $14,365-99.3% |