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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,896 | $185,905-74.2% | $170,057-71.8% | $139,487-65.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.58% | 60.56%-39.0pp | 53.42%-31.8pp | 373.84%-352.3pp |
| Employer contribution / active EE | $1,640 | $7,597-78.4% | $6,790-75.9% | $4,755-65.5% |
| Participant deferral / active EE | $13,173 | $11,627+13.3% | $10,411+26.5% | $6,713+96.2% |
| Admin fee / account holder | $168 | $15,397-98.9% | $12,826-98.7% | $11,407-98.5% |