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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,952 | $110,240-64.7% | $96,544-59.7% | $139,487-72.1% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.3pp | 80.3%+3.0pp |
| Annual return | 43.42% | 26.41%+17.0pp | 25.88%+17.5pp | 373.84%-330.4pp |
| Employer contribution / active EE | $3,816 | $3,622+5.3% | $2,966+28.6% | $4,755-19.7% |
| Participant deferral / active EE | $15,385 | $5,549+177.3% | $4,851+217.1% | $6,713+129.2% |
| Admin fee / account holder | $143 | $11,602-98.8% | $8,254-98.3% | $11,407-98.7% |