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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,567 | $156,398-77.3% | $147,318-75.9% | $138,895-74.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 26.31% | 78.75%-52.4pp | 70.43%-44.1pp | 145.39%-119.1pp |
| Employer contribution / active EE | $8,696 | $4,853+79.2% | $4,593+89.3% | $4,194+107.3% |
| Participant deferral / active EE | $4,613 | $8,237-44.0% | $7,906-41.6% | $6,396-27.9% |
| Admin fee / account holder | $17 | $14,976-99.9% | $13,708-99.9% | $12,562-99.9% |