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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,655 | $183,592-80.6% | $155,574-77.1% | $145,877-75.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.95% | 61.37%-49.4pp | 64.87%-52.9pp | 551.28%-539.3pp |
| Employer contribution / active EE | $5,128 | $5,317-3.5% | $4,676+9.7% | $4,663+10.0% |
| Participant deferral / active EE | $8,951 | $6,466+38.4% | $5,629+59.0% | $6,691+33.8% |
| Admin fee / account holder | $82 | $19,316-99.6% | $15,914-99.5% | $13,402-99.4% |