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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,838 | $227,399-80.7% | $189,758-76.9% | $198,609-77.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.17% | 61.03%-38.9pp | 52.62%-30.4pp | 202.70%-180.5pp |
| Employer contribution / active EE | $5,808 | $5,526+5.1% | $4,767+21.8% | $5,055+14.9% |
| Participant deferral / active EE | $4,895 | $6,837-28.4% | $5,856-16.4% | $6,977-29.8% |
| Admin fee / account holder | $117 | $25,162-99.5% | $20,388-99.4% | $19,030-99.4% |