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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,569 | $156,398-66.4% | $147,318-64.3% | $138,895-62.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.37% | 78.75%-65.4pp | 70.43%-57.1pp | 145.39%-132.0pp |
| Employer contribution / active EE | $3,281 | $4,853-32.4% | $4,593-28.6% | $4,194-21.8% |
| Participant deferral / active EE | $13,943 | $8,237+69.3% | $7,906+76.3% | $6,396+118.0% |
| Admin fee / account holder | $253 | $14,976-98.3% | $13,708-98.2% | $12,562-98.0% |