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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,585 | $185,312-72.7% | $161,489-68.7% | $154,746-67.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 21.98% | 103.84%-81.9pp | 89.72%-67.7pp | 172.34%-150.4pp |
| Employer contribution / active EE | $1,634 | $4,769-65.7% | $4,268-61.7% | $4,379-62.7% |
| Participant deferral / active EE | $11,125 | $6,350+75.2% | $5,630+97.6% | $6,730+65.3% |
| Admin fee / account holder | $276 | $18,654-98.5% | $16,006-98.3% | $14,365-98.1% |