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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,420 | $162,136-73.2% | $152,301-71.5% | $154,746-71.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 29.40% | 91.02%-61.6pp | 80.50%-51.1pp | 172.34%-142.9pp |
| Employer contribution / active EE | $6,115 | $4,890+25.0% | $4,624+32.2% | $4,379+39.6% |
| Participant deferral / active EE | $12,351 | $8,341+48.1% | $8,004+54.3% | $6,730+83.5% |
| Admin fee / account holder | $140 | $15,759-99.1% | $14,398-99.0% | $14,365-99.0% |