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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,857 | $155,555-80.8% | $146,866-79.7% | $155,188-80.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.52% | 115.41%-96.9pp | 102.85%-84.3pp | 148.84%-130.3pp |
| Employer contribution / active EE | $3,057 | $4,647-34.2% | $4,425-30.9% | $4,248-28.0% |
| Participant deferral / active EE | $9,410 | $8,044+17.0% | $7,759+21.3% | $6,531+44.1% |
| Admin fee / account holder | $48 | $14,755-99.7% | $13,620-99.6% | $14,480-99.7% |