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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,347 | $154,228-80.3% | $145,433-79.1% | $137,256-77.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.07% | 74.59%-50.5pp | 66.58%-42.5pp | 220.34%-196.3pp |
| Employer contribution / active EE | $2,481 | $4,804-48.4% | $4,554-45.5% | $4,156-40.3% |
| Participant deferral / active EE | $8,185 | $8,216-0.4% | $7,897+3.6% | $6,407+27.8% |
| Admin fee / account holder | $56 | $14,344-99.6% | $13,129-99.6% | $12,270-99.5% |