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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,265 | $154,228-79.7% | $145,433-78.5% | $137,256-77.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.56% | 74.59%-51.0pp | 66.58%-43.0pp | 220.34%-196.8pp |
| Employer contribution / active EE | $3,831 | $4,804-20.3% | $4,554-15.9% | $4,156-7.8% |
| Participant deferral / active EE | $9,070 | $8,216+10.4% | $7,897+14.8% | $6,407+41.6% |
| Admin fee / account holder | $33 | $14,344-99.8% | $13,129-99.7% | $12,270-99.7% |