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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,714 | $239,571-78.0% | $183,328-71.2% | $137,256-61.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 20.17% | 35.69%-15.5pp | 29.67%-9.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,416 | $6,148-60.7% | $5,055-52.2% | $4,156-41.9% |
| Participant deferral / active EE | $10,601 | $7,995+32.6% | $6,795+56.0% | $6,407+65.5% |
| Admin fee / account holder | $265 | $30,059-99.1% | $21,427-98.8% | $12,270-97.8% |