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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,594 | $181,062-78.7% | $158,223-75.6% | $155,188-75.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 18.69% | 57.39%-38.7pp | 52.09%-33.4pp | 148.84%-130.1pp |
| Employer contribution / active EE | $2,939 | $4,565-35.6% | $4,109-28.5% | $4,248-30.8% |
| Participant deferral / active EE | $9,391 | $6,134+53.1% | $5,467+71.8% | $6,531+43.8% |
| Admin fee / account holder | $75 | $18,825-99.6% | $16,047-99.5% | $14,480-99.5% |