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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,209 | $135,956-79.3% | $123,894-77.2% | $273,972-89.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 33.78% | 56.63%-22.8pp | 47.52%-13.7pp | 41.46%-7.7pp |
| Employer contribution / active EE | $5,111 | $5,170-1.1% | $4,617+10.7% | $4,869+5.0% |
| Participant deferral / active EE | $14,467 | $6,343+128.1% | $5,984+141.8% | $5,287+173.6% |
| Admin fee / account holder | $150 | $9,817-98.5% | $8,357-98.2% | $10,133-98.5% |