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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,495 | $181,062-75.4% | $158,223-71.9% | $155,188-71.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 10.92% | 57.39%-46.5pp | 52.09%-41.2pp | 148.84%-137.9pp |
| Employer contribution / active EE | $9,793 | $4,565+114.5% | $4,109+138.4% | $4,248+130.6% |
| Participant deferral / active EE | $6,224 | $6,134+1.5% | $5,467+13.8% | $6,531-4.7% |
| Admin fee / account holder | $138 | $18,825-99.3% | $16,047-99.1% | $14,480-99.0% |