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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,511 | $154,228-64.0% | $145,433-61.8% | $137,256-59.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.93% | 74.59%-50.7pp | 66.58%-42.6pp | 220.34%-196.4pp |
| Employer contribution / active EE | $3,413 | $4,804-28.9% | $4,554-25.1% | $4,156-17.9% |
| Participant deferral / active EE | $12,600 | $8,216+53.4% | $7,897+59.5% | $6,407+96.7% |
| Admin fee / account holder | $20 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |