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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,585 | $181,062-72.1% | $158,223-68.0% | $155,188-67.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 21.98% | 57.39%-35.4pp | 52.09%-30.1pp | 148.84%-126.9pp |
| Employer contribution / active EE | $1,634 | $4,565-64.2% | $4,109-60.2% | $4,248-61.5% |
| Participant deferral / active EE | $11,125 | $6,134+81.3% | $5,467+103.5% | $6,531+70.3% |
| Admin fee / account holder | $276 | $18,825-98.5% | $16,047-98.3% | $14,480-98.1% |