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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,649 | $154,228-74.3% | $145,433-72.7% | $137,256-71.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 48.47% | 74.59%-26.1pp | 66.58%-18.1pp | 220.34%-171.9pp |
| Employer contribution / active EE | $3,217 | $4,804-33.0% | $4,554-29.4% | $4,156-22.6% |
| Participant deferral / active EE | $6,098 | $8,216-25.8% | $7,897-22.8% | $6,407-4.8% |
| Admin fee / account holder | $82 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |