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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,782 | $162,136-74.8% | $152,301-73.2% | $154,746-73.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 23.31% | 91.02%-67.7pp | 80.50%-57.2pp | 172.34%-149.0pp |
| Employer contribution / active EE | $9,822 | $4,890+100.8% | $4,624+112.4% | $4,379+124.3% |
| Participant deferral / active EE | $14,435 | $8,341+73.1% | $8,004+80.4% | $6,730+114.5% |
| Admin fee / account holder | $73 | $15,759-99.5% | $14,398-99.5% | $14,365-99.5% |