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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,063 | $154,228-61.7% | $145,433-59.4% | $137,256-57.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.92% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,531 | $4,804-68.1% | $4,554-66.4% | $4,156-63.2% |
| Participant deferral / active EE | $8,660 | $8,216+5.4% | $7,897+9.7% | $6,407+35.2% |
| Admin fee / account holder | $105 | $14,344-99.3% | $13,129-99.2% | $12,270-99.1% |