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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,137 | $174,379-77.6% | $152,093-74.3% | $138,895-71.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.34% | 74.86%-57.5pp | 66.36%-49.0pp | 145.39%-128.1pp |
| Employer contribution / active EE | $6,337 | $4,652+36.2% | $4,175+51.8% | $4,194+51.1% |
| Participant deferral / active EE | $4,700 | $6,159-23.7% | $5,451-13.8% | $6,396-26.5% |
| Admin fee / account holder | $81 | $16,880-99.5% | $14,497-99.4% | $12,562-99.4% |