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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,678 | $162,136-68.1% | $152,301-66.1% | $154,746-66.6% |
| Participation rate | 90.9% | 84.1%+6.8pp | 82.4%+8.5pp | 80.7%+10.2pp |
| Annual return | 21.68% | 91.02%-69.3pp | 80.50%-58.8pp | 172.34%-150.7pp |
| Employer contribution / active EE | $4,159 | $4,890-15.0% | $4,624-10.1% | $4,379-5.0% |
| Participant deferral / active EE | $8,360 | $8,341+0.2% | $8,004+4.5% | $6,730+24.2% |
| Admin fee / account holder | $50 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |