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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,927 | $154,228-74.1% | $145,433-72.5% | $137,256-70.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.94% | 74.59%-52.6pp | 66.58%-44.6pp | 220.34%-198.4pp |
| Employer contribution / active EE | $4,477 | $4,804-6.8% | $4,554-1.7% | $4,156+7.7% |
| Participant deferral / active EE | $9,120 | $8,216+11.0% | $7,897+15.5% | $6,407+42.3% |
| Admin fee / account holder | $89 | $14,344-99.4% | $13,129-99.3% | $12,270-99.3% |