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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,449 | $135,956-77.6% | $123,894-75.4% | $273,972-88.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 19.91% | 56.63%-36.7pp | 47.52%-27.6pp | 41.46%-21.5pp |
| Employer contribution / active EE | $8,792 | $5,170+70.1% | $4,617+90.4% | $4,869+80.6% |
| Participant deferral / active EE | $5,616 | $6,343-11.5% | $5,984-6.2% | $5,287+6.2% |
| Admin fee / account holder | $40 | $9,817-99.6% | $8,357-99.5% | $10,133-99.6% |