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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,779 | $156,398-79.0% | $147,318-77.7% | $138,895-76.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 25.59% | 78.75%-53.2pp | 70.43%-44.8pp | 145.39%-119.8pp |
| Employer contribution / active EE | $5,828 | $4,853+20.1% | $4,593+26.9% | $4,194+39.0% |
| Participant deferral / active EE | $7,374 | $8,237-10.5% | $7,906-6.7% | $6,396+15.3% |
| Admin fee / account holder | $26 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |