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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,822 | $155,555-68.0% | $146,866-66.1% | $155,188-67.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 21.06% | 115.41%-94.4pp | 102.85%-81.8pp | 148.84%-127.8pp |
| Employer contribution / active EE | $5,447 | $4,647+17.2% | $4,425+23.1% | $4,248+28.2% |
| Participant deferral / active EE | $12,727 | $8,044+58.2% | $7,759+64.0% | $6,531+94.9% |
| Admin fee / account holder | $166 | $14,755-98.9% | $13,620-98.8% | $14,480-98.9% |