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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,480 | $185,312-79.2% | $161,489-76.2% | $154,746-75.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 64.55% | 103.84%-39.3pp | 89.72%-25.2pp | 172.34%-107.8pp |
| Employer contribution / active EE | $6,188 | $4,769+29.8% | $4,268+45.0% | $4,379+41.3% |
| Participant deferral / active EE | $7,507 | $6,350+18.2% | $5,630+33.3% | $6,730+11.5% |
| Admin fee / account holder | $59 | $18,654-99.7% | $16,006-99.6% | $14,365-99.6% |