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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,628 | $156,398-69.5% | $147,318-67.7% | $138,895-65.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 27.79% | 78.75%-51.0pp | 70.43%-42.6pp | 145.39%-117.6pp |
| Employer contribution / active EE | $7,939 | $4,853+63.6% | $4,593+72.9% | $4,194+89.3% |
| Participant deferral / active EE | $10,767 | $8,237+30.7% | $7,906+36.2% | $6,396+68.3% |
| Admin fee / account holder | $80 | $14,976-99.5% | $13,708-99.4% | $12,562-99.4% |