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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,936 | $181,062-73.5% | $158,223-69.7% | $155,188-69.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 22.35% | 57.39%-35.0pp | 52.09%-29.7pp | 148.84%-126.5pp |
| Employer contribution / active EE | $8,187 | $4,565+79.4% | $4,109+99.3% | $4,248+92.7% |
| Participant deferral / active EE | $4,646 | $6,134-24.3% | $5,467-15.0% | $6,531-28.9% |
| Admin fee / account holder | $202 | $18,825-98.9% | $16,047-98.7% | $14,480-98.6% |