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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,423 | $209,336-77.3% | $197,124-75.9% | $137,256-65.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.10% | 48.09%-32.0pp | 44.34%-28.2pp | 220.34%-204.2pp |
| Employer contribution / active EE | $8,563 | $6,591+29.9% | $6,227+37.5% | $4,156+106.0% |
| Participant deferral / active EE | $7,082 | $9,614-26.3% | $9,135-22.5% | $6,407+10.5% |
| Admin fee / account holder | $211 | $17,308-98.8% | $16,298-98.7% | $12,270-98.3% |