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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,292 | $162,136-78.9% | $152,301-77.5% | $154,746-77.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.48% | 91.02%-69.5pp | 80.50%-59.0pp | 172.34%-150.9pp |
| Employer contribution / active EE | $5,051 | $4,890+3.3% | $4,624+9.2% | $4,379+15.3% |
| Participant deferral / active EE | $5,794 | $8,341-30.5% | $8,004-27.6% | $6,730-13.9% |
| Admin fee / account holder | $42 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |