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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,892 | $154,228-77.4% | $145,433-76.0% | $137,256-74.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.56% | 74.59%-51.0pp | 66.58%-43.0pp | 220.34%-196.8pp |
| Employer contribution / active EE | $11,045 | $4,804+129.9% | $4,554+142.5% | $4,156+165.8% |
| Participant deferral / active EE | $12,500 | $8,216+52.1% | $7,897+58.3% | $6,407+95.1% |
| Admin fee / account holder | $107 | $14,344-99.3% | $13,129-99.2% | $12,270-99.1% |