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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,706 | $225,673-82.4% | $203,872-80.5% | $155,188-74.4% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 20.16% | 95.91%-75.7pp | 85.11%-64.9pp | 148.84%-128.7pp |
| Employer contribution / active EE | $3,654 | $4,099-10.9% | $3,757-2.8% | $4,248-14.0% |
| Participant deferral / active EE | $5,666 | $6,893-17.8% | $6,388-11.3% | $6,531-13.2% |
| Admin fee / account holder | $259 | $12,327-97.9% | $11,730-97.8% | $14,480-98.2% |