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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,726 | $156,398-77.2% | $147,318-75.7% | $138,895-74.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 39.02% | 78.75%-39.7pp | 70.43%-31.4pp | 145.39%-106.4pp |
| Employer contribution / active EE | $4,655 | $4,853-4.1% | $4,593+1.3% | $4,194+11.0% |
| Participant deferral / active EE | $9,772 | $8,237+18.6% | $7,906+23.6% | $6,396+52.8% |
| Admin fee / account holder | $272 | $14,976-98.2% | $13,708-98.0% | $12,562-97.8% |