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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,612 | $209,336-75.8% | $197,124-74.3% | $137,256-63.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.05% | 48.09%-29.0pp | 44.34%-25.3pp | 220.34%-201.3pp |
| Employer contribution / active EE | $5,265 | $6,591-20.1% | $6,227-15.5% | $4,156+26.7% |
| Participant deferral / active EE | $9,812 | $9,614+2.1% | $9,135+7.4% | $6,407+53.1% |
| Admin fee / account holder | $107 | $17,308-99.4% | $16,298-99.3% | $12,270-99.1% |