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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,173 | $155,555-68.4% | $146,866-66.5% | $155,188-68.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 23.80% | 115.41%-91.6pp | 102.85%-79.0pp | 148.84%-125.0pp |
| Employer contribution / active EE | $8,414 | $4,647+81.1% | $4,425+90.1% | $4,248+98.1% |
| Participant deferral / active EE | $8,480 | $8,044+5.4% | $7,759+9.3% | $6,531+29.8% |
| Admin fee / account holder | $110 | $14,755-99.3% | $13,620-99.2% | $14,480-99.2% |