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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,939 | $181,896-81.9% | $156,551-79.0% | $273,972-88.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 45.17% | 30.74%+14.4pp | 32.23%+12.9pp | 41.46%+3.7pp |
| Employer contribution / active EE | $5,875 | $6,248-6.0% | $5,501+6.8% | $4,869+20.7% |
| Participant deferral / active EE | $6,054 | $5,550+9.1% | $4,871+24.3% | $5,287+14.5% |
| Admin fee / account holder | $268 | $15,560-98.3% | $13,028-97.9% | $10,133-97.4% |