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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,511 | $155,555-64.3% | $146,866-62.2% | $155,188-64.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 23.93% | 115.41%-91.5pp | 102.85%-78.9pp | 148.84%-124.9pp |
| Employer contribution / active EE | $3,413 | $4,647-26.5% | $4,425-22.9% | $4,248-19.6% |
| Participant deferral / active EE | $12,600 | $8,044+56.6% | $7,759+62.4% | $6,531+92.9% |
| Admin fee / account holder | $20 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |