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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,201 | $135,956-77.1% | $123,894-74.8% | $273,972-88.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 21.51% | 56.63%-35.1pp | 47.52%-26.0pp | 41.46%-19.9pp |
| Employer contribution / active EE | $7,346 | $5,170+42.1% | $4,617+59.1% | $4,869+50.9% |
| Participant deferral / active EE | $4,644 | $6,343-26.8% | $5,984-22.4% | $5,287-12.2% |
| Admin fee / account holder | $105 | $9,817-98.9% | $8,357-98.7% | $10,133-99.0% |