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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,721 | $154,228-74.9% | $145,433-73.4% | $137,256-71.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.16% | 74.59%-50.4pp | 66.58%-42.4pp | 220.34%-196.2pp |
| Employer contribution / active EE | $6,416 | $4,804+33.6% | $4,554+40.9% | $4,156+54.4% |
| Participant deferral / active EE | $10,198 | $8,216+24.1% | $7,897+29.1% | $6,407+59.2% |
| Admin fee / account holder | $52 | $14,344-99.6% | $13,129-99.6% | $12,270-99.6% |