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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,736 | $162,136-73.0% | $152,301-71.3% | $154,746-71.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.59% | 91.02%-68.4pp | 80.50%-57.9pp | 172.34%-149.7pp |
| Employer contribution / active EE | $5,244 | $4,890+7.2% | $4,624+13.4% | $4,379+19.7% |
| Participant deferral / active EE | $10,512 | $8,341+26.0% | $8,004+31.3% | $6,730+56.2% |
| Admin fee / account holder | $44 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |