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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,417 | $156,398-78.0% | $147,318-76.6% | $138,895-75.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 25.92% | 78.75%-52.8pp | 70.43%-44.5pp | 145.39%-119.5pp |
| Employer contribution / active EE | $5,176 | $4,853+6.6% | $4,593+12.7% | $4,194+23.4% |
| Participant deferral / active EE | $20,665 | $8,237+150.9% | $7,906+161.4% | $6,396+223.1% |
| Admin fee / account holder | $74 | $14,976-99.5% | $13,708-99.5% | $12,562-99.4% |