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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,480 | $172,111-77.6% | $150,298-74.4% | $137,256-72.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 64.55% | 69.37%-4.8pp | 62.79%+1.8pp | 220.34%-155.8pp |
| Employer contribution / active EE | $6,188 | $4,636+33.5% | $4,154+49.0% | $4,156+48.9% |
| Participant deferral / active EE | $7,507 | $6,166+21.7% | $5,453+37.7% | $6,407+17.2% |
| Admin fee / account holder | $59 | $16,471-99.6% | $14,116-99.6% | $12,270-99.5% |