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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,462 | $181,062-77.7% | $158,223-74.4% | $155,188-73.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 21.63% | 57.39%-35.8pp | 52.09%-30.5pp | 148.84%-127.2pp |
| Employer contribution / active EE | $3,867 | $4,565-15.3% | $4,109-5.9% | $4,248-9.0% |
| Participant deferral / active EE | $8,437 | $6,134+37.5% | $5,467+54.3% | $6,531+29.2% |
| Admin fee / account holder | $100 | $18,825-99.5% | $16,047-99.4% | $14,480-99.3% |