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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,734 | $168,635-67.5% | $147,617-62.9% | $125,389-56.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 4.15% | 77.65%-73.5pp | 61.98%-57.8pp | 282.24%-278.1pp |
| Employer contribution / active EE | $9,541 | $6,252+52.6% | $5,564+71.5% | $4,866+96.1% |
| Participant deferral / active EE | $13,036 | $5,507+136.7% | $4,895+166.3% | $5,352+143.6% |
| Admin fee / account holder | $239 | $13,580-98.2% | $11,612-97.9% | $9,541-97.5% |