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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,129 | $156,398-64.1% | $147,318-61.9% | $138,895-59.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.91% | 78.75%-56.8pp | 70.43%-48.5pp | 145.39%-123.5pp |
| Employer contribution / active EE | $5,408 | $4,853+11.4% | $4,593+17.7% | $4,194+28.9% |
| Participant deferral / active EE | $15,880 | $8,237+92.8% | $7,906+100.9% | $6,396+148.3% |
| Admin fee / account holder | $127 | $14,976-99.1% | $13,708-99.1% | $12,562-99.0% |