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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,378 | $135,956-78.4% | $123,894-76.3% | $273,972-89.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.49% | 56.63%-43.1pp | 47.52%-34.0pp | 41.46%-28.0pp |
| Employer contribution / active EE | $5,802 | $5,170+12.2% | $4,617+25.7% | $4,869+19.2% |
| Participant deferral / active EE | $8,268 | $6,343+30.4% | $5,984+38.2% | $5,287+56.4% |
| Admin fee / account holder | $40 | $9,817-99.6% | $8,357-99.5% | $10,133-99.6% |