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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,365 | $155,555-65.1% | $146,866-63.0% | $155,188-65.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 21.73% | 115.41%-93.7pp | 102.85%-81.1pp | 148.84%-127.1pp |
| Employer contribution / active EE | $11,222 | $4,647+141.5% | $4,425+153.6% | $4,248+164.2% |
| Participant deferral / active EE | $10,131 | $8,044+25.9% | $7,759+30.6% | $6,531+55.1% |
| Admin fee / account holder | $89 | $14,755-99.4% | $13,620-99.3% | $14,480-99.4% |