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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,914 | $223,823-74.6% | $211,142-73.0% | $154,746-63.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 23.22% | 50.39%-27.2pp | 46.84%-23.6pp | 172.34%-149.1pp |
| Employer contribution / active EE | $6,091 | $6,787-10.3% | $6,442-5.5% | $4,379+39.1% |
| Participant deferral / active EE | $11,838 | $9,750+21.4% | $9,284+27.5% | $6,730+75.9% |
| Admin fee / account holder | $122 | $19,707-99.4% | $19,076-99.4% | $14,365-99.2% |