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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,822 | $162,136-69.3% | $152,301-67.3% | $154,746-67.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.06% | 91.02%-70.0pp | 80.50%-59.4pp | 172.34%-151.3pp |
| Employer contribution / active EE | $5,447 | $4,890+11.4% | $4,624+17.8% | $4,379+24.4% |
| Participant deferral / active EE | $12,727 | $8,341+52.6% | $8,004+59.0% | $6,730+89.1% |
| Admin fee / account holder | $166 | $15,759-98.9% | $14,398-98.8% | $14,365-98.8% |