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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,706 | $181,062-72.0% | $158,223-68.0% | $155,188-67.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 24.71% | 57.39%-32.7pp | 52.09%-27.4pp | 148.84%-124.1pp |
| Employer contribution / active EE | $3,800 | $4,565-16.8% | $4,109-7.5% | $4,248-10.5% |
| Participant deferral / active EE | $8,757 | $6,134+42.8% | $5,467+60.2% | $6,531+34.1% |
| Admin fee / account holder | $212 | $18,825-98.9% | $16,047-98.7% | $14,480-98.5% |