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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,812 | $135,956-83.2% | $123,894-81.6% | $273,972-91.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 19.41% | 56.63%-37.2pp | 47.52%-28.1pp | 41.46%-22.0pp |
| Employer contribution / active EE | $5,355 | $5,170+3.6% | $4,617+16.0% | $4,869+10.0% |
| Participant deferral / active EE | $8,800 | $6,343+38.7% | $5,984+47.1% | $5,287+66.4% |
| Admin fee / account holder | $32 | $9,817-99.7% | $8,357-99.6% | $10,133-99.7% |