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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,196 | $183,516-79.7% | $155,534-76.1% | $145,884-74.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.16% | 61.43%-43.3pp | 64.92%-46.8pp | 551.85%-533.7pp |
| Employer contribution / active EE | $3,800 | $5,315-28.5% | $4,675-18.7% | $4,662-18.5% |
| Participant deferral / active EE | $8,424 | $6,467+30.3% | $5,630+49.6% | $6,690+25.9% |
| Admin fee / account holder | $117 | $19,293-99.4% | $15,900-99.3% | $13,392-99.1% |