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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,805 | $172,111-75.1% | $150,298-71.5% | $137,256-68.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.75% | 69.37%-48.6pp | 62.79%-42.0pp | 220.34%-199.6pp |
| Employer contribution / active EE | $2,414 | $4,636-47.9% | $4,154-41.9% | $4,156-41.9% |
| Participant deferral / active EE | $6,079 | $6,166-1.4% | $5,453+11.5% | $6,407-5.1% |
| Admin fee / account holder | $166 | $16,471-99.0% | $14,116-98.8% | $12,270-98.6% |