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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,451 | $154,228-66.0% | $145,433-63.9% | $137,256-61.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.72% | 74.59%-53.9pp | 66.58%-45.9pp | 220.34%-199.6pp |
| Employer contribution / active EE | $3,025 | $4,804-37.0% | $4,554-33.6% | $4,156-27.2% |
| Participant deferral / active EE | $7,409 | $8,216-9.8% | $7,897-6.2% | $6,407+15.6% |
| Admin fee / account holder | $107 | $14,344-99.3% | $13,129-99.2% | $12,270-99.1% |