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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,313 | $154,228-76.5% | $145,433-75.0% | $137,256-73.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.39% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,502 | $4,804-47.9% | $4,554-45.1% | $4,156-39.8% |
| Participant deferral / active EE | $8,319 | $8,216+1.3% | $7,897+5.3% | $6,407+29.9% |
| Admin fee / account holder | $109 | $14,344-99.2% | $13,129-99.2% | $12,270-99.1% |