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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,437 | $155,555-77.2% | $146,866-75.9% | $155,188-77.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.10% | 115.41%-95.3pp | 102.85%-82.8pp | 148.84%-128.7pp |
| Employer contribution / active EE | $5,016 | $4,647+7.9% | $4,425+13.4% | $4,248+18.1% |
| Participant deferral / active EE | $7,813 | $8,044-2.9% | $7,759+0.7% | $6,531+19.6% |
| Admin fee / account holder | $43 | $14,755-99.7% | $13,620-99.7% | $14,480-99.7% |