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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,277 | $181,062-84.4% | $158,223-82.1% | $155,188-81.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 23.95% | 57.39%-33.4pp | 52.09%-28.1pp | 148.84%-124.9pp |
| Employer contribution / active EE | $4,866 | $4,565+6.6% | $4,109+18.4% | $4,248+14.6% |
| Participant deferral / active EE | $6,953 | $6,134+13.3% | $5,467+27.2% | $6,531+6.5% |
| Admin fee / account holder | $105 | $18,825-99.4% | $16,047-99.3% | $14,480-99.3% |