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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,420 | $154,228-71.8% | $145,433-70.1% | $137,256-68.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 29.40% | 74.59%-45.2pp | 66.58%-37.2pp | 220.34%-190.9pp |
| Employer contribution / active EE | $6,115 | $4,804+27.3% | $4,554+34.3% | $4,156+47.1% |
| Participant deferral / active EE | $12,351 | $8,216+50.3% | $7,897+56.4% | $6,407+92.8% |
| Admin fee / account holder | $140 | $14,344-99.0% | $13,129-98.9% | $12,270-98.9% |