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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,866 | $155,555-63.4% | $146,866-61.3% | $155,188-63.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 26.15% | 115.41%-89.3pp | 102.85%-76.7pp | 148.84%-122.7pp |
| Employer contribution / active EE | $2,509 | $4,647-46.0% | $4,425-43.3% | $4,248-40.9% |
| Participant deferral / active EE | $12,926 | $8,044+60.7% | $7,759+66.6% | $6,531+97.9% |
| Admin fee / account holder | $20 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |