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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,477 | $162,136-76.9% | $152,301-75.4% | $154,746-75.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 23.20% | 91.02%-67.8pp | 80.50%-57.3pp | 172.34%-149.1pp |
| Employer contribution / active EE | $4,775 | $4,890-2.4% | $4,624+3.3% | $4,379+9.0% |
| Participant deferral / active EE | $18,992 | $8,341+127.7% | $8,004+137.3% | $6,730+182.2% |
| Admin fee / account holder | $246 | $15,759-98.4% | $14,398-98.3% | $14,365-98.3% |