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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,144 | $171,930-80.7% | $151,266-78.1% | $154,746-78.6% |
| Participation rate | 100.0% | 80.5%+19.5pp | 77.0%+23.0pp | 80.7%+19.3pp |
| Annual return | 23.19% | 242.03%-218.8pp | 180.60%-157.4pp | 172.34%-149.1pp |
| Employer contribution / active EE | $2,256 | $4,710-52.1% | $4,237-46.8% | $4,379-48.5% |
| Participant deferral / active EE | $7,472 | $8,191-8.8% | $7,337+1.8% | $6,730+11.0% |
| Admin fee / account holder | $54 | $15,803-99.7% | $13,159-99.6% | $14,365-99.6% |