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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,779 | $155,555-78.9% | $146,866-77.7% | $155,188-78.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 25.59% | 115.41%-89.8pp | 102.85%-77.3pp | 148.84%-123.2pp |
| Employer contribution / active EE | $5,828 | $4,647+25.4% | $4,425+31.7% | $4,248+37.2% |
| Participant deferral / active EE | $7,374 | $8,044-8.3% | $7,759-5.0% | $6,531+12.9% |
| Admin fee / account holder | $26 | $14,755-99.8% | $13,620-99.8% | $14,480-99.8% |