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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,865 | $139,948-69.4% | $121,663-64.8% | $154,746-72.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 20.61% | 230.52%-209.9pp | 147.54%-126.9pp | 172.34%-151.7pp |
| Employer contribution / active EE | $6,020 | $3,521+71.0% | $3,020+99.3% | $4,379+37.5% |
| Participant deferral / active EE | $8,377 | $5,629+48.8% | $4,887+71.4% | $6,730+24.5% |
| Admin fee / account holder | $94 | $17,321-99.5% | $14,289-99.3% | $14,365-99.3% |