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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,425 | $155,555-68.9% | $146,866-67.0% | $155,188-68.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.92% | 115.41%-94.5pp | 102.85%-81.9pp | 148.84%-127.9pp |
| Employer contribution / active EE | $3,184 | $4,647-31.5% | $4,425-28.0% | $4,248-25.0% |
| Participant deferral / active EE | $8,367 | $8,044+4.0% | $7,759+7.8% | $6,531+28.1% |
| Admin fee / account holder | $102 | $14,755-99.3% | $13,620-99.3% | $14,480-99.3% |