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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,087 | $162,136-77.1% | $152,301-75.6% | $154,746-76.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.95% | 91.02%-71.1pp | 80.50%-60.6pp | 172.34%-152.4pp |
| Employer contribution / active EE | $3,617 | $4,890-26.0% | $4,624-21.8% | $4,379-17.4% |
| Participant deferral / active EE | $7,031 | $8,341-15.7% | $8,004-12.1% | $6,730+4.5% |
| Admin fee / account holder | $158 | $15,759-99.0% | $14,398-98.9% | $14,365-98.9% |