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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,123 | $165,381-79.4% | $149,730-77.2% | $158,966-78.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.79% | 348.29%-325.5pp | 276.70%-253.9pp | 302.95%-280.2pp |
| Employer contribution / active EE | $5,034 | $5,104-1.4% | $4,645+8.4% | $4,762+5.7% |
| Participant deferral / active EE | $8,228 | $7,182+14.6% | $6,843+20.2% | $5,983+37.5% |
| Admin fee / account holder | $231 | $10,809-97.9% | $9,310-97.5% | $11,250-97.9% |