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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,822 | $154,228-67.7% | $145,433-65.7% | $137,256-63.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.06% | 74.59%-53.5pp | 66.58%-45.5pp | 220.34%-199.3pp |
| Employer contribution / active EE | $5,447 | $4,804+13.4% | $4,554+19.6% | $4,156+31.1% |
| Participant deferral / active EE | $12,727 | $8,216+54.9% | $7,897+61.2% | $6,407+98.7% |
| Admin fee / account holder | $166 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |