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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,277 | $154,228-74.5% | $145,433-73.0% | $137,256-71.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.27% | 74.59%-52.3pp | 66.58%-44.3pp | 220.34%-198.1pp |
| Employer contribution / active EE | $5,909 | $4,804+23.0% | $4,554+29.7% | $4,156+42.2% |
| Participant deferral / active EE | $6,324 | $8,216-23.0% | $7,897-19.9% | $6,407-1.3% |
| Admin fee / account holder | $20 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |