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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,816 | $181,062-83.5% | $158,223-81.2% | $155,188-80.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 23.85% | 57.39%-33.5pp | 52.09%-28.2pp | 148.84%-125.0pp |
| Employer contribution / active EE | $4,027 | $4,565-11.8% | $4,109-2.0% | $4,248-5.2% |
| Participant deferral / active EE | $2,954 | $6,134-51.8% | $5,467-46.0% | $6,531-54.8% |
| Admin fee / account holder | $29 | $18,825-99.8% | $16,047-99.8% | $14,480-99.8% |