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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,323 | $185,312-78.8% | $161,489-75.6% | $154,746-74.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 23.63% | 103.84%-80.2pp | 89.72%-66.1pp | 172.34%-148.7pp |
| Employer contribution / active EE | $7,908 | $4,769+65.8% | $4,268+85.3% | $4,379+80.6% |
| Participant deferral / active EE | $8,028 | $6,350+26.4% | $5,630+42.6% | $6,730+19.3% |
| Admin fee / account holder | $77 | $18,654-99.6% | $16,006-99.5% | $14,365-99.5% |