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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,495 | $154,228-69.9% | $145,433-68.0% | $137,256-66.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.24% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $9,667 | $4,804+101.2% | $4,554+112.3% | $4,156+132.6% |
| Participant deferral / active EE | $4,012 | $8,216-51.2% | $7,897-49.2% | $6,407-37.4% |
| Admin fee / account holder | $61 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |