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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,838 | $172,111-74.5% | $150,298-70.8% | $137,256-68.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.17% | 69.37%-47.2pp | 62.79%-40.6pp | 220.34%-198.2pp |
| Employer contribution / active EE | $5,808 | $4,636+25.3% | $4,154+39.8% | $4,156+39.7% |
| Participant deferral / active EE | $4,895 | $6,166-20.6% | $5,453-10.2% | $6,407-23.6% |
| Admin fee / account holder | $117 | $16,471-99.3% | $14,116-99.2% | $12,270-99.0% |