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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,920 | $174,379-70.8% | $152,093-66.5% | $138,895-63.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 20.01% | 74.86%-54.8pp | 66.36%-46.3pp | 145.39%-125.4pp |
| Employer contribution / active EE | $1,230 | $4,652-73.6% | $4,175-70.5% | $4,194-70.7% |
| Participant deferral / active EE | $3,285 | $6,159-46.7% | $5,451-39.7% | $6,396-48.6% |
| Admin fee / account holder | $20 | $16,880-99.9% | $14,497-99.9% | $12,562-99.8% |