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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,637 | $154,228-67.2% | $145,433-65.2% | $137,256-63.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.08% | 74.59%-49.5pp | 66.58%-41.5pp | 220.34%-195.3pp |
| Employer contribution / active EE | $4,608 | $4,804-4.1% | $4,554+1.2% | $4,156+10.9% |
| Participant deferral / active EE | $8,744 | $8,216+6.4% | $7,897+10.7% | $6,407+36.5% |
| Admin fee / account holder | $150 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |