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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,936 | $174,379-72.5% | $152,093-68.5% | $138,895-65.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 22.35% | 74.86%-52.5pp | 66.36%-44.0pp | 145.39%-123.0pp |
| Employer contribution / active EE | $8,187 | $4,652+76.0% | $4,175+96.1% | $4,194+95.2% |
| Participant deferral / active EE | $4,646 | $6,159-24.6% | $5,451-14.8% | $6,396-27.4% |
| Admin fee / account holder | $202 | $16,880-98.8% | $14,497-98.6% | $12,562-98.4% |