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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,737 | $174,379-88.1% | $152,093-86.4% | $138,895-85.1% |
| Participation rate | 88.9% | 81.6%+7.2pp | 77.8%+11.1pp | 79.9%+9.0pp |
| Annual return | 39.72% | 74.86%-35.1pp | 66.36%-26.6pp | 145.39%-105.7pp |
| Employer contribution / active EE | $2,628 | $4,652-43.5% | $4,175-37.0% | $4,194-37.3% |
| Participant deferral / active EE | $8,493 | $6,159+37.9% | $5,451+55.8% | $6,396+32.8% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |