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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,376 | $155,555-70.2% | $146,866-68.4% | $155,188-70.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 24.52% | 115.41%-90.9pp | 102.85%-78.3pp | 148.84%-124.3pp |
| Employer contribution / active EE | $4,375 | $4,647-5.9% | $4,425-1.1% | $4,248+3.0% |
| Participant deferral / active EE | $15,317 | $8,044+90.4% | $7,759+97.4% | $6,531+134.5% |
| Admin fee / account holder | $88 | $14,755-99.4% | $13,620-99.4% | $14,480-99.4% |