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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,982 | $181,062-77.4% | $158,223-74.1% | $155,188-73.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 21.64% | 57.39%-35.7pp | 52.09%-30.4pp | 148.84%-127.2pp |
| Employer contribution / active EE | $10,168 | $4,565+122.8% | $4,109+147.5% | $4,248+139.4% |
| Participant deferral / active EE | $13,546 | $6,134+120.8% | $5,467+147.8% | $6,531+107.4% |
| Admin fee / account holder | $236 | $18,825-98.7% | $16,047-98.5% | $14,480-98.4% |