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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,520 | $185,312-72.7% | $161,489-68.7% | $154,746-67.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 21.04% | 103.84%-82.8pp | 89.72%-68.7pp | 172.34%-151.3pp |
| Employer contribution / active EE | $6,287 | $4,769+31.8% | $4,268+47.3% | $4,379+43.6% |
| Participant deferral / active EE | $12,966 | $6,350+104.2% | $5,630+130.3% | $6,730+92.6% |
| Admin fee / account holder | $48 | $18,654-99.7% | $16,006-99.7% | $14,365-99.7% |