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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,161 | $209,336-70.8% | $197,124-69.0% | $137,256-55.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.05% | 48.09%-30.0pp | 44.34%-26.3pp | 220.34%-202.3pp |
| Employer contribution / active EE | $4,044 | $6,591-38.6% | $6,227-35.1% | $4,156-2.7% |
| Participant deferral / active EE | $10,520 | $9,614+9.4% | $9,135+15.2% | $6,407+64.2% |
| Admin fee / account holder | $135 | $17,308-99.2% | $16,298-99.2% | $12,270-98.9% |