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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,806 | $156,398-66.2% | $147,318-64.2% | $138,895-62.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.39% | 78.75%-64.4pp | 70.43%-56.0pp | 145.39%-131.0pp |
| Employer contribution / active EE | $7,507 | $4,853+54.7% | $4,593+63.4% | $4,194+79.0% |
| Participant deferral / active EE | $7,271 | $8,237-11.7% | $7,906-8.0% | $6,396+13.7% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |