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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,959 | $172,111-68.6% | $150,298-64.1% | $137,256-60.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.47% | 69.37%-50.9pp | 62.79%-44.3pp | 220.34%-201.9pp |
| Employer contribution / active EE | $7,926 | $4,636+71.0% | $4,154+90.8% | $4,156+90.7% |
| Participant deferral / active EE | $5,708 | $6,166-7.4% | $5,453+4.7% | $6,407-10.9% |
| Admin fee / account holder | $166 | $16,471-99.0% | $14,116-98.8% | $12,270-98.6% |