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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,201 | $181,062-80.6% | $158,223-77.8% | $155,188-77.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 49.70% | 57.39%-7.7pp | 52.09%-2.4pp | 148.84%-99.1pp |
| Employer contribution / active EE | $2,546 | $4,565-44.2% | $4,109-38.0% | $4,248-40.1% |
| Participant deferral / active EE | $8,613 | $6,134+40.4% | $5,467+57.5% | $6,531+31.9% |
| Admin fee / account holder | $166 | $18,825-99.1% | $16,047-99.0% | $14,480-98.9% |