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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,466 | $154,228-71.2% | $145,433-69.4% | $137,256-67.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.50% | 74.59%-50.1pp | 66.58%-42.1pp | 220.34%-195.8pp |
| Employer contribution / active EE | $7,760 | $4,804+61.5% | $4,554+70.4% | $4,156+86.7% |
| Participant deferral / active EE | $7,320 | $8,216-10.9% | $7,897-7.3% | $6,407+14.3% |
| Admin fee / account holder | $36 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |