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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,228 | $154,228-66.1% | $145,433-64.1% | $137,256-61.9% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 26.47% | 74.59%-48.1pp | 66.58%-40.1pp | 220.34%-193.9pp |
| Employer contribution / active EE | $11,468 | $4,804+138.7% | $4,554+151.8% | $4,156+175.9% |
| Participant deferral / active EE | $2,464 | $8,216-70.0% | $7,897-68.8% | $6,407-61.5% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |