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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,678 | $154,228-66.5% | $145,433-64.5% | $137,256-62.3% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 21.68% | 74.59%-52.9pp | 66.58%-44.9pp | 220.34%-198.7pp |
| Employer contribution / active EE | $4,159 | $4,804-13.4% | $4,554-8.7% | $4,156+0.1% |
| Participant deferral / active EE | $8,360 | $8,216+1.8% | $7,897+5.9% | $6,407+30.5% |
| Admin fee / account holder | $50 | $14,344-99.7% | $13,129-99.6% | $12,270-99.6% |