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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,693 | $185,312-77.5% | $161,489-74.2% | $154,746-73.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 23.59% | 103.84%-80.2pp | 89.72%-66.1pp | 172.34%-148.7pp |
| Employer contribution / active EE | $5,199 | $4,769+9.0% | $4,268+21.8% | $4,379+18.7% |
| Participant deferral / active EE | $5,730 | $6,350-9.8% | $5,630+1.8% | $6,730-14.9% |
| Admin fee / account holder | $197 | $18,654-98.9% | $16,006-98.8% | $14,365-98.6% |