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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,365 | $154,228-64.8% | $145,433-62.6% | $137,256-60.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.73% | 74.59%-52.9pp | 66.58%-44.8pp | 220.34%-198.6pp |
| Employer contribution / active EE | $11,222 | $4,804+133.6% | $4,554+146.4% | $4,156+170.0% |
| Participant deferral / active EE | $10,131 | $8,216+23.3% | $7,897+28.3% | $6,407+58.1% |
| Admin fee / account holder | $89 | $14,344-99.4% | $13,129-99.3% | $12,270-99.3% |