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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,173 | $154,228-68.1% | $145,433-66.2% | $137,256-64.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.80% | 74.59%-50.8pp | 66.58%-42.8pp | 220.34%-196.5pp |
| Employer contribution / active EE | $8,414 | $4,804+75.1% | $4,554+84.7% | $4,156+102.4% |
| Participant deferral / active EE | $8,480 | $8,216+3.2% | $7,897+7.4% | $6,407+32.4% |
| Admin fee / account holder | $110 | $14,344-99.2% | $13,129-99.2% | $12,270-99.1% |