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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,157 | $154,228-76.6% | $145,433-75.1% | $137,256-73.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 29.15% | 74.59%-45.4pp | 66.58%-37.4pp | 220.34%-191.2pp |
| Employer contribution / active EE | $6,846 | $4,804+42.5% | $4,554+50.3% | $4,156+64.7% |
| Participant deferral / active EE | $13,704 | $8,216+66.8% | $7,897+73.5% | $6,407+113.9% |
| Admin fee / account holder | $41 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |