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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,942 | $154,228-63.7% | $145,433-61.5% | $137,256-59.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.72% | 74.59%-53.9pp | 66.58%-45.9pp | 220.34%-199.6pp |
| Employer contribution / active EE | $3,613 | $4,804-24.8% | $4,554-20.7% | $4,156-13.1% |
| Participant deferral / active EE | $8,979 | $8,216+9.3% | $7,897+13.7% | $6,407+40.1% |
| Admin fee / account holder | $275 | $14,344-98.1% | $13,129-97.9% | $12,270-97.8% |