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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,541 | $172,111-79.3% | $150,298-76.4% | $137,256-74.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.50% | 69.37%-47.9pp | 62.79%-41.3pp | 220.34%-198.8pp |
| Employer contribution / active EE | $2,142 | $4,636-53.8% | $4,154-48.4% | $4,156-48.5% |
| Participant deferral / active EE | $7,735 | $6,166+25.4% | $5,453+41.9% | $6,407+20.7% |
| Admin fee / account holder | $74 | $16,471-99.5% | $14,116-99.5% | $12,270-99.4% |