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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,201 | $174,379-79.8% | $152,093-76.9% | $138,895-74.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 49.70% | 74.86%-25.2pp | 66.36%-16.7pp | 145.39%-95.7pp |
| Employer contribution / active EE | $2,546 | $4,652-45.3% | $4,175-39.0% | $4,194-39.3% |
| Participant deferral / active EE | $8,613 | $6,159+39.8% | $5,451+58.0% | $6,396+34.7% |
| Admin fee / account holder | $166 | $16,880-99.0% | $14,497-98.9% | $12,562-98.7% |