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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,087 | $155,555-76.2% | $146,866-74.7% | $155,188-76.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.95% | 115.41%-95.5pp | 102.85%-82.9pp | 148.84%-128.9pp |
| Employer contribution / active EE | $3,617 | $4,647-22.2% | $4,425-18.3% | $4,248-14.9% |
| Participant deferral / active EE | $7,031 | $8,044-12.6% | $7,759-9.4% | $6,531+7.7% |
| Admin fee / account holder | $158 | $14,755-98.9% | $13,620-98.8% | $14,480-98.9% |