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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,218 | $181,062-80.5% | $158,223-77.7% | $155,188-77.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.88% | 57.39%-41.5pp | 52.09%-36.2pp | 148.84%-133.0pp |
| Employer contribution / active EE | $2,357 | $4,565-48.4% | $4,109-42.6% | $4,248-44.5% |
| Participant deferral / active EE | $7,843 | $6,134+27.8% | $5,467+43.5% | $6,531+20.1% |
| Admin fee / account holder | $252 | $18,825-98.7% | $16,047-98.4% | $14,480-98.3% |