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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,676 | $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 | 14.28% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $4,289 | $4,804-10.7% | $4,554-5.8% | $4,156+3.2% |
| Participant deferral / active EE | $9,686 | $8,216+17.9% | $7,897+22.6% | $6,407+51.2% |
| Admin fee / account holder | $101 | $14,344-99.3% | $13,129-99.2% | $12,270-99.2% |