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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,079 | $156,398-73.7% | $147,318-72.1% | $138,895-70.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 31.87% | 78.75%-46.9pp | 70.43%-38.6pp | 145.39%-113.5pp |
| Employer contribution / active EE | $3,536 | $4,853-27.2% | $4,593-23.0% | $4,194-15.7% |
| Participant deferral / active EE | $8,435 | $8,237+2.4% | $7,906+6.7% | $6,396+31.9% |
| Admin fee / account holder | $38 | $14,976-99.7% | $13,708-99.7% | $12,562-99.7% |