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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,742 | $154,228-71.6% | $145,433-69.9% | $137,256-68.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.29% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $5,839 | $4,804+21.5% | $4,554+28.2% | $4,156+40.5% |
| Participant deferral / active EE | $5,839 | $8,216-28.9% | $7,897-26.1% | $6,407-8.9% |
| Admin fee / account holder | $73 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |