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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,893 | $154,228-72.2% | $145,433-70.5% | $137,256-68.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.96% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $3,173 | $4,804-34.0% | $4,554-30.3% | $4,156-23.7% |
| Participant deferral / active EE | $22,387 | $8,216+172.5% | $7,897+183.5% | $6,407+249.4% |
| Admin fee / account holder | $249 | $14,344-98.3% | $13,129-98.1% | $12,270-98.0% |