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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,569 | $154,228-65.9% | $145,433-63.9% | $137,256-61.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.37% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $3,281 | $4,804-31.7% | $4,554-28.0% | $4,156-21.1% |
| Participant deferral / active EE | $13,943 | $8,216+69.7% | $7,897+76.5% | $6,407+117.6% |
| Admin fee / account holder | $253 | $14,344-98.2% | $13,129-98.1% | $12,270-97.9% |