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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,867 | $172,111-75.7% | $150,298-72.1% | $137,256-69.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.50% | 69.37%-51.9pp | 62.79%-45.3pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,006 | $4,636-35.2% | $4,154-27.6% | $4,156-27.7% |
| Participant deferral / active EE | $8,425 | $6,166+36.6% | $5,453+54.5% | $6,407+31.5% |
| Admin fee / account holder | $56 | $16,471-99.7% | $14,116-99.6% | $12,270-99.5% |