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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,802 | $156,398-72.6% | $147,318-70.9% | $138,895-69.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.62% | 78.75%-57.1pp | 70.43%-48.8pp | 145.39%-123.8pp |
| Employer contribution / active EE | $5,458 | $4,853+12.5% | $4,593+18.8% | $4,194+30.1% |
| Participant deferral / active EE | $11,802 | $8,237+43.3% | $7,906+49.3% | $6,396+84.5% |
| Admin fee / account holder | $96 | $14,976-99.4% | $13,708-99.3% | $12,562-99.2% |