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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,892 | $162,136-78.5% | $152,301-77.1% | $154,746-77.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 23.56% | 91.02%-67.5pp | 80.50%-56.9pp | 172.34%-148.8pp |
| Employer contribution / active EE | $11,045 | $4,890+125.9% | $4,624+138.8% | $4,379+152.2% |
| Participant deferral / active EE | $12,500 | $8,341+49.9% | $8,004+56.2% | $6,730+85.7% |
| Admin fee / account holder | $107 | $15,759-99.3% | $14,398-99.3% | $14,365-99.3% |