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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,323 | $181,062-78.3% | $158,223-75.1% | $155,188-74.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 23.63% | 57.39%-33.8pp | 52.09%-28.5pp | 148.84%-125.2pp |
| Employer contribution / active EE | $7,908 | $4,565+73.2% | $4,109+92.5% | $4,248+86.2% |
| Participant deferral / active EE | $8,028 | $6,134+30.9% | $5,467+46.8% | $6,531+22.9% |
| Admin fee / account holder | $77 | $18,825-99.6% | $16,047-99.5% | $14,480-99.5% |