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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,220 | $156,398-80.7% | $147,318-79.5% | $138,895-78.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.07% | 78.75%-61.7pp | 70.43%-53.4pp | 145.39%-128.3pp |
| Employer contribution / active EE | $2,541 | $4,853-47.6% | $4,593-44.7% | $4,194-39.4% |
| Participant deferral / active EE | $6,437 | $8,237-21.9% | $7,906-18.6% | $6,396+0.6% |
| Admin fee / account holder | $202 | $14,976-98.7% | $13,708-98.5% | $12,562-98.4% |