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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,128 | $162,136-69.1% | $152,301-67.1% | $154,746-67.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.78% | 91.02%-68.2pp | 80.50%-57.7pp | 172.34%-149.6pp |
| Employer contribution / active EE | $1,720 | $4,890-64.8% | $4,624-62.8% | $4,379-60.7% |
| Participant deferral / active EE | $9,185 | $8,341+10.1% | $8,004+14.8% | $6,730+36.5% |
| Admin fee / account holder | $180 | $15,759-98.9% | $14,398-98.8% | $14,365-98.7% |