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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,051 | $162,136-82.1% | $152,301-80.9% | $154,746-81.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 34.78% | 91.02%-56.2pp | 80.50%-45.7pp | 172.34%-137.6pp |
| Employer contribution / active EE | $4,775 | $4,890-2.4% | $4,624+3.2% | $4,379+9.0% |
| Participant deferral / active EE | $8,900 | $8,341+6.7% | $8,004+11.2% | $6,730+32.2% |
| Admin fee / account holder | $284 | $15,759-98.2% | $14,398-98.0% | $14,365-98.0% |