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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,321 | $154,228-64.8% | $145,433-62.6% | $137,256-60.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.81% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $11,085 | $4,804+130.8% | $4,554+143.4% | $4,156+166.7% |
| Participant deferral / active EE | $7,381 | $8,216-10.2% | $7,897-6.5% | $6,407+15.2% |
| Admin fee / account holder | $239 | $14,344-98.3% | $13,129-98.2% | $12,270-98.1% |