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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,344 | $201,344-84.9% | $184,243-83.5% | $145,877-79.2% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 29.63% | 29.01%+0.6pp | 28.82%+0.8pp | 551.28%-521.6pp |
| Employer contribution / active EE | $2,469 | $7,022-64.8% | $6,427-61.6% | $4,663-47.1% |
| Participant deferral / active EE | $6,550 | $9,807-33.2% | $9,132-28.3% | $6,691-2.1% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |