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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,321 | $223,823-78.4% | $211,142-77.1% | $154,746-68.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 27.16% | 50.39%-23.2pp | 46.84%-19.7pp | 172.34%-145.2pp |
| Employer contribution / active EE | $6,343 | $6,787-6.5% | $6,442-1.5% | $4,379+44.8% |
| Participant deferral / active EE | $17,577 | $9,750+80.3% | $9,284+89.3% | $6,730+161.2% |
| Admin fee / account holder | $103 | $19,707-99.5% | $19,076-99.5% | $14,365-99.3% |