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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,461 | $156,398-72.9% | $147,318-71.2% | $138,895-69.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.63% | 78.75%-60.1pp | 70.43%-51.8pp | 145.39%-126.8pp |
| Employer contribution / active EE | $4,135 | $4,853-14.8% | $4,593-10.0% | $4,194-1.4% |
| Participant deferral / active EE | $3,717 | $8,237-54.9% | $7,906-53.0% | $6,396-41.9% |
| Admin fee / account holder | $232 | $14,976-98.5% | $13,708-98.3% | $12,562-98.2% |