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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,693 | $181,062-77.0% | $158,223-73.6% | $155,188-73.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 23.59% | 57.39%-33.8pp | 52.09%-28.5pp | 148.84%-125.2pp |
| Employer contribution / active EE | $5,199 | $4,565+13.9% | $4,109+26.5% | $4,248+22.4% |
| Participant deferral / active EE | $5,730 | $6,134-6.6% | $5,467+4.8% | $6,531-12.3% |
| Admin fee / account holder | $197 | $18,825-99.0% | $16,047-98.8% | $14,480-98.6% |