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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,476 | $154,228-76.3% | $145,433-74.9% | $137,256-73.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.29% | 74.59%-52.3pp | 66.58%-44.3pp | 220.34%-198.1pp |
| Employer contribution / active EE | $4,082 | $4,804-15.0% | $4,554-10.4% | $4,156-1.8% |
| Participant deferral / active EE | $10,780 | $8,216+31.2% | $7,897+36.5% | $6,407+68.3% |
| Admin fee / account holder | $87 | $14,344-99.4% | $13,129-99.3% | $12,270-99.3% |