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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,423 | $223,823-78.8% | $211,142-77.5% | $154,746-69.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 16.10% | 50.39%-34.3pp | 46.84%-30.7pp | 172.34%-156.2pp |
| Employer contribution / active EE | $8,563 | $6,787+26.2% | $6,442+32.9% | $4,379+95.5% |
| Participant deferral / active EE | $7,082 | $9,750-27.4% | $9,284-23.7% | $6,730+5.2% |
| Admin fee / account holder | $211 | $19,707-98.9% | $19,076-98.9% | $14,365-98.5% |