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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,186 | $155,555-67.7% | $146,866-65.8% | $155,188-67.7% |
| Participation rate | 90.9% | 84.0%+7.0pp | 82.5%+8.4pp | 80.8%+10.1pp |
| Annual return | 21.84% | 115.41%-93.6pp | 102.85%-81.0pp | 148.84%-127.0pp |
| Employer contribution / active EE | $2,779 | $4,647-40.2% | $4,425-37.2% | $4,248-34.6% |
| Participant deferral / active EE | $7,134 | $8,044-11.3% | $7,759-8.1% | $6,531+9.2% |
| Admin fee / account holder | $71 | $14,755-99.5% | $13,620-99.5% | $14,480-99.5% |