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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,492 | $154,228-62.7% | $145,433-60.5% | $137,256-58.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.81% | 74.59%-53.8pp | 66.58%-45.8pp | 220.34%-199.5pp |
| Employer contribution / active EE | $5,548 | $4,804+15.5% | $4,554+21.8% | $4,156+33.5% |
| Participant deferral / active EE | $20,614 | $8,216+150.9% | $7,897+161.0% | $6,407+221.8% |
| Admin fee / account holder | $74 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |