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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,400 | $156,398-67.8% | $147,318-65.8% | $138,895-63.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.14% | 78.75%-57.6pp | 70.43%-49.3pp | 145.39%-124.3pp |
| Employer contribution / active EE | $4,654 | $4,853-4.1% | $4,593+1.3% | $4,194+11.0% |
| Participant deferral / active EE | $14,096 | $8,237+71.1% | $7,906+78.3% | $6,396+120.4% |
| Admin fee / account holder | $248 | $14,976-98.3% | $13,708-98.2% | $12,562-98.0% |