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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,403 | $156,398-73.5% | $147,318-71.9% | $138,895-70.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 23.07% | 78.75%-55.7pp | 70.43%-47.4pp | 145.39%-122.3pp |
| Employer contribution / active EE | $5,315 | $4,853+9.5% | $4,593+15.7% | $4,194+26.7% |
| Participant deferral / active EE | $10,592 | $8,237+28.6% | $7,906+34.0% | $6,396+65.6% |
| Admin fee / account holder | $209 | $14,976-98.6% | $13,708-98.5% | $12,562-98.3% |