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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,176 | $174,379-72.4% | $152,093-68.3% | $138,895-65.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.23% | 74.86%-59.6pp | 66.36%-51.1pp | 145.39%-130.2pp |
| Employer contribution / active EE | $10,277 | $4,652+120.9% | $4,175+146.2% | $4,194+145.0% |
| Participant deferral / active EE | $4,542 | $6,159-26.3% | $5,451-16.7% | $6,396-29.0% |
| Admin fee / account holder | $284 | $16,880-98.3% | $14,497-98.0% | $12,562-97.7% |