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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,981 | $182,442-80.8% | $163,379-78.6% | $138,895-74.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 22.49% | 72.74%-50.2pp | 63.41%-40.9pp | 145.39%-122.9pp |
| Employer contribution / active EE | $4,049 | $4,159-2.7% | $3,752+7.9% | $4,194-3.5% |
| Participant deferral / active EE | $7,519 | $6,817+10.3% | $6,282+19.7% | $6,396+17.6% |
| Admin fee / account holder | $66 | $10,396-99.4% | $9,818-99.3% | $12,562-99.5% |