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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,721 | $155,555-75.1% | $146,866-73.6% | $155,188-75.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 24.16% | 115.41%-91.3pp | 102.85%-78.7pp | 148.84%-124.7pp |
| Employer contribution / active EE | $6,416 | $4,647+38.1% | $4,425+45.0% | $4,248+51.0% |
| Participant deferral / active EE | $10,198 | $8,044+26.8% | $7,759+31.4% | $6,531+56.1% |
| Admin fee / account holder | $52 | $14,755-99.6% | $13,620-99.6% | $14,480-99.6% |