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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,630 | $154,228-66.5% | $145,433-64.5% | $137,256-62.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.87% | 74.59%-49.7pp | 66.58%-41.7pp | 220.34%-195.5pp |
| Employer contribution / active EE | $6,187 | $4,804+28.8% | $4,554+35.8% | $4,156+48.9% |
| Participant deferral / active EE | $25,019 | $8,216+204.5% | $7,897+216.8% | $6,407+290.5% |
| Admin fee / account holder | $108 | $14,344-99.2% | $13,129-99.2% | $12,270-99.1% |