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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,897 | $181,062-80.2% | $158,223-77.3% | $155,188-76.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 18.51% | 57.39%-38.9pp | 52.09%-33.6pp | 148.84%-130.3pp |
| Employer contribution / active EE | $7,122 | $4,565+56.0% | $4,109+73.3% | $4,248+67.7% |
| Participant deferral / active EE | $5,945 | $6,134-3.1% | $5,467+8.7% | $6,531-9.0% |
| Admin fee / account holder | $81 | $18,825-99.6% | $16,047-99.5% | $14,480-99.4% |