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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,308 | $172,111-78.3% | $150,298-75.2% | $137,256-72.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.10% | 69.37%-47.3pp | 62.79%-40.7pp | 220.34%-198.2pp |
| Employer contribution / active EE | $3,065 | $4,636-33.9% | $4,154-26.2% | $4,156-26.3% |
| Participant deferral / active EE | $8,490 | $6,166+37.7% | $5,453+55.7% | $6,407+32.5% |
| Admin fee / account holder | $225 | $16,471-98.6% | $14,116-98.4% | $12,270-98.2% |