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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,802 | $154,228-70.3% | $145,433-68.5% | $137,256-66.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.90% | 74.59%-50.7pp | 66.58%-42.7pp | 220.34%-196.4pp |
| Employer contribution / active EE | $3,249 | $4,804-32.4% | $4,554-28.7% | $4,156-21.8% |
| Participant deferral / active EE | $11,325 | $8,216+37.8% | $7,897+43.4% | $6,407+76.8% |
| Admin fee / account holder | $74 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |