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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,017 | $135,956-77.2% | $123,894-75.0% | $273,972-88.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 14.76% | 56.63%-41.9pp | 47.52%-32.8pp | 41.46%-26.7pp |
| Employer contribution / active EE | $5,654 | $5,170+9.4% | $4,617+22.5% | $4,869+16.1% |
| Participant deferral / active EE | $18,883 | $6,343+197.7% | $5,984+215.5% | $5,287+257.1% |
| Admin fee / account holder | $239 | $9,817-97.6% | $8,357-97.1% | $10,133-97.6% |