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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,687 | $154,228-73.6% | $145,433-72.0% | $137,256-70.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.11% | 74.59%-54.5pp | 66.58%-46.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,382 | $4,804-50.4% | $4,554-47.7% | $4,156-42.7% |
| Participant deferral / active EE | $6,512 | $8,216-20.7% | $7,897-17.5% | $6,407+1.6% |
| Admin fee / account holder | $19 | $14,344-99.9% | $13,129-99.9% | $12,270-99.8% |