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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,628 | $155,555-69.4% | $146,866-67.6% | $155,188-69.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 27.79% | 115.41%-87.6pp | 102.85%-75.1pp | 148.84%-121.0pp |
| Employer contribution / active EE | $7,939 | $4,647+70.9% | $4,425+79.4% | $4,248+86.9% |
| Participant deferral / active EE | $10,767 | $8,044+33.8% | $7,759+38.8% | $6,531+64.8% |
| Admin fee / account holder | $80 | $14,755-99.5% | $13,620-99.4% | $14,480-99.5% |