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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,872 | $178,174-75.4% | $156,181-71.9% | $137,256-68.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 22.38% | 84.19%-61.8pp | 64.87%-42.5pp | 220.34%-198.0pp |
| Employer contribution / active EE | $7,737 | $4,972+55.6% | $4,294+80.2% | $4,156+86.2% |
| Participant deferral / active EE | $7,767 | $6,888+12.8% | $6,132+26.7% | $6,407+21.2% |
| Admin fee / account holder | $157 | $17,404-99.1% | $14,586-98.9% | $12,270-98.7% |