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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,542 | $174,379-82.5% | $152,093-79.9% | $138,895-78.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 31.77% | 74.86%-43.1pp | 66.36%-34.6pp | 145.39%-113.6pp |
| Employer contribution / active EE | $6,416 | $4,652+37.9% | $4,175+53.7% | $4,194+53.0% |
| Participant deferral / active EE | $8,507 | $6,159+38.1% | $5,451+56.1% | $6,396+33.0% |
| Admin fee / account holder | $141 | $16,880-99.2% | $14,497-99.0% | $12,562-98.9% |