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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,696 | $156,398-77.2% | $147,318-75.8% | $138,895-74.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 24.51% | 78.75%-54.2pp | 70.43%-45.9pp | 145.39%-120.9pp |
| Employer contribution / active EE | $2,876 | $4,853-40.7% | $4,593-37.4% | $4,194-31.4% |
| Participant deferral / active EE | $8,023 | $8,237-2.6% | $7,906+1.5% | $6,396+25.4% |
| Admin fee / account holder | $34 | $14,976-99.8% | $13,708-99.8% | $12,562-99.7% |