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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,372 | $154,228-68.0% | $145,433-66.1% | $137,256-64.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.52% | 74.59%-49.1pp | 66.58%-41.1pp | 220.34%-194.8pp |
| Employer contribution / active EE | $1,550 | $4,804-67.7% | $4,554-66.0% | $4,156-62.7% |
| Participant deferral / active EE | $5,320 | $8,216-35.3% | $7,897-32.6% | $6,407-17.0% |
| Admin fee / account holder | $56 | $14,344-99.6% | $13,129-99.6% | $12,270-99.5% |