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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,260 | $172,111-71.4% | $150,298-67.2% | $137,256-64.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.58% | 69.37%-52.8pp | 62.79%-46.2pp | 220.34%-203.8pp |
| Employer contribution / active EE | $4,437 | $4,636-4.3% | $4,154+6.8% | $4,156+6.7% |
| Participant deferral / active EE | $4,167 | $6,166-32.4% | $5,453-23.6% | $6,407-35.0% |
| Admin fee / account holder | $175 | $16,471-98.9% | $14,116-98.8% | $12,270-98.6% |