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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,451 | $172,111-73.0% | $150,298-69.1% | $137,256-66.2% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 17.05% | 69.37%-52.3pp | 62.79%-45.7pp | 220.34%-203.3pp |
| Employer contribution / active EE | $17,660 | $4,636+280.9% | $4,154+325.1% | $4,156+324.9% |
| Participant deferral / active EE | $3,357 | $6,166-45.6% | $5,453-38.4% | $6,407-47.6% |
| Admin fee / account holder | $234 | $16,471-98.6% | $14,116-98.3% | $12,270-98.1% |