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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,818 | $156,398-80.9% | $147,318-79.8% | $138,895-78.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.24% | 78.75%-56.5pp | 70.43%-48.2pp | 145.39%-123.2pp |
| Employer contribution / active EE | $4,211 | $4,853-13.2% | $4,593-8.3% | $4,194+0.4% |
| Participant deferral / active EE | $9,130 | $8,237+10.8% | $7,906+15.5% | $6,396+42.7% |
| Admin fee / account holder | $129 | $14,976-99.1% | $13,708-99.1% | $12,562-99.0% |