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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,541 | $182,442-76.7% | $163,379-74.0% | $138,895-69.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 27.34% | 72.74%-45.4pp | 63.41%-36.1pp | 145.39%-118.1pp |
| Employer contribution / active EE | $11,974 | $4,159+187.9% | $3,752+219.1% | $4,194+185.5% |
| Participant deferral / active EE | $5,786 | $6,817-15.1% | $6,282-7.9% | $6,396-9.5% |
| Admin fee / account holder | $29 | $10,396-99.7% | $9,818-99.7% | $12,562-99.8% |