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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,473 | $227,291-81.8% | $214,702-80.7% | $155,188-73.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 29.34% | 60.08%-30.7pp | 54.55%-25.2pp | 148.84%-119.5pp |
| Employer contribution / active EE | $4,758 | $6,772-29.7% | $6,461-26.4% | $4,248+12.0% |
| Participant deferral / active EE | $7,603 | $9,582-20.7% | $9,147-16.9% | $6,531+16.4% |
| Admin fee / account holder | $33 | $20,413-99.8% | $19,830-99.8% | $14,480-99.8% |