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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,185 | $172,111-70.8% | $150,298-66.6% | $137,256-63.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.07% | 69.37%-52.3pp | 62.79%-45.7pp | 220.34%-203.3pp |
| Employer contribution / active EE | $5,416 | $4,636+16.8% | $4,154+30.4% | $4,156+30.3% |
| Participant deferral / active EE | $12,415 | $6,166+101.4% | $5,453+127.7% | $6,407+93.8% |
| Admin fee / account holder | $208 | $16,471-98.7% | $14,116-98.5% | $12,270-98.3% |