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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,403 | $155,555-73.4% | $146,866-71.8% | $155,188-73.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 23.07% | 115.41%-92.3pp | 102.85%-79.8pp | 148.84%-125.8pp |
| Employer contribution / active EE | $5,315 | $4,647+14.4% | $4,425+20.1% | $4,248+25.1% |
| Participant deferral / active EE | $10,592 | $8,044+31.7% | $7,759+36.5% | $6,531+62.2% |
| Admin fee / account holder | $209 | $14,755-98.6% | $13,620-98.5% | $14,480-98.6% |