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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,306 | $156,398-81.9% | $147,318-80.8% | $138,895-79.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 27.39% | 78.75%-51.4pp | 70.43%-43.0pp | 145.39%-118.0pp |
| Employer contribution / active EE | $2,839 | $4,853-41.5% | $4,593-38.2% | $4,194-32.3% |
| Participant deferral / active EE | $8,510 | $8,237+3.3% | $7,906+7.6% | $6,396+33.0% |
| Admin fee / account holder | $105 | $14,976-99.3% | $13,708-99.2% | $12,562-99.2% |