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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,030 | $183,627-80.4% | $155,602-76.8% | $145,978-75.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.30% | 61.32%-51.0pp | 64.81%-54.5pp | 550.52%-540.2pp |
| Employer contribution / active EE | $3,196 | $5,316-39.9% | $4,675-31.6% | $4,662-31.4% |
| Participant deferral / active EE | $8,063 | $6,466+24.7% | $5,629+43.2% | $6,690+20.5% |
| Admin fee / account holder | $79 | $19,327-99.6% | $15,923-99.5% | $13,400-99.4% |