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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,492 | $155,555-63.0% | $146,866-60.9% | $155,188-63.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.81% | 115.41%-94.6pp | 102.85%-82.0pp | 148.84%-128.0pp |
| Employer contribution / active EE | $5,548 | $4,647+19.4% | $4,425+25.4% | $4,248+30.6% |
| Participant deferral / active EE | $20,614 | $8,044+156.3% | $7,759+165.7% | $6,531+215.6% |
| Admin fee / account holder | $74 | $14,755-99.5% | $13,620-99.5% | $14,480-99.5% |