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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,648 | $172,111-70.6% | $150,298-66.3% | $137,256-63.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.93% | 69.37%-47.4pp | 62.79%-40.9pp | 220.34%-198.4pp |
| Employer contribution / active EE | $6,906 | $4,636+49.0% | $4,154+66.3% | $4,156+66.2% |
| Participant deferral / active EE | $8,502 | $6,166+37.9% | $5,453+55.9% | $6,407+32.7% |
| Admin fee / account holder | $69 | $16,471-99.6% | $14,116-99.5% | $12,270-99.4% |