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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,721 | $162,136-76.1% | $152,301-74.6% | $154,746-75.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 24.16% | 91.02%-66.9pp | 80.50%-56.3pp | 172.34%-148.2pp |
| Employer contribution / active EE | $6,416 | $4,890+31.2% | $4,624+38.7% | $4,379+46.5% |
| Participant deferral / active EE | $10,198 | $8,341+22.3% | $8,004+27.4% | $6,730+51.5% |
| Admin fee / account holder | $52 | $15,759-99.7% | $14,398-99.6% | $14,365-99.6% |