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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,988 | $162,136-69.2% | $152,301-67.2% | $154,746-67.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.48% | 91.02%-71.5pp | 80.50%-61.0pp | 172.34%-152.9pp |
| Employer contribution / active EE | $4,570 | $4,890-6.5% | $4,624-1.2% | $4,379+4.4% |
| Participant deferral / active EE | $9,821 | $8,341+17.7% | $8,004+22.7% | $6,730+45.9% |
| Admin fee / account holder | $64 | $15,759-99.6% | $14,398-99.6% | $14,365-99.6% |