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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,236 | $181,062-80.0% | $158,223-77.1% | $155,188-76.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 20.99% | 57.39%-36.4pp | 52.09%-31.1pp | 148.84%-127.8pp |
| Employer contribution / active EE | $3,814 | $4,565-16.4% | $4,109-7.2% | $4,248-10.2% |
| Participant deferral / active EE | $8,410 | $6,134+37.1% | $5,467+53.8% | $6,531+28.8% |
| Admin fee / account holder | $75 | $18,825-99.6% | $16,047-99.5% | $14,480-99.5% |