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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,590 | $223,823-71.6% | $211,142-69.9% | $154,746-58.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 19.10% | 50.39%-31.3pp | 46.84%-27.7pp | 172.34%-153.2pp |
| Employer contribution / active EE | $3,463 | $6,787-49.0% | $6,442-46.2% | $4,379-20.9% |
| Participant deferral / active EE | $10,740 | $9,750+10.2% | $9,284+15.7% | $6,730+59.6% |
| Admin fee / account holder | $49 | $19,707-99.7% | $19,076-99.7% | $14,365-99.7% |