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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,022 | $165,381-81.8% | $149,730-79.9% | $158,966-81.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.65% | 348.29%-336.6pp | 276.70%-265.1pp | 302.95%-291.3pp |
| Employer contribution / active EE | $5,296 | $5,104+3.8% | $4,645+14.0% | $4,762+11.2% |
| Participant deferral / active EE | $5,536 | $7,182-22.9% | $6,843-19.1% | $5,983-7.5% |
| Admin fee / account holder | $19 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |