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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,054 | $156,398-78.2% | $147,318-76.9% | $138,895-75.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 75.95% | 78.75%-2.8pp | 70.43%+5.5pp | 145.39%-69.4pp |
| Employer contribution / active EE | $5,307 | $4,853+9.3% | $4,593+15.5% | $4,194+26.5% |
| Participant deferral / active EE | $7,933 | $8,237-3.7% | $7,906+0.3% | $6,396+24.0% |
| Admin fee / account holder | $30 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |