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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,694 | $181,062-71.4% | $158,223-67.3% | $155,188-66.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 20.45% | 57.39%-36.9pp | 52.09%-31.6pp | 148.84%-128.4pp |
| Employer contribution / active EE | $20,162 | $4,565+341.7% | $4,109+390.7% | $4,248+374.6% |
| Participant deferral / active EE | $18,994 | $6,134+209.6% | $5,467+247.4% | $6,531+190.8% |
| Admin fee / account holder | $61 | $18,825-99.7% | $16,047-99.6% | $14,480-99.6% |