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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,379 | $156,398-76.7% | $147,318-75.3% | $138,895-73.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 65.59% | 78.75%-13.2pp | 70.43%-4.8pp | 145.39%-79.8pp |
| Employer contribution / active EE | $2,271 | $4,853-53.2% | $4,593-50.6% | $4,194-45.9% |
| Participant deferral / active EE | $8,008 | $8,237-2.8% | $7,906+1.3% | $6,396+25.2% |
| Admin fee / account holder | $283 | $14,976-98.1% | $13,708-97.9% | $12,562-97.7% |