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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,073 | $181,062-86.7% | $158,223-84.8% | $155,188-84.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 36.52% | 57.39%-20.9pp | 52.09%-15.6pp | 148.84%-112.3pp |
| Employer contribution / active EE | $5,543 | $4,565+21.4% | $4,109+34.9% | $4,248+30.5% |
| Participant deferral / active EE | $11,884 | $6,134+93.7% | $5,467+117.4% | $6,531+82.0% |
| Admin fee / account holder | $18 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |