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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,918 | $223,823-71.0% | $211,142-69.3% | $154,746-58.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 21.06% | 50.39%-29.3pp | 46.84%-25.8pp | 172.34%-151.3pp |
| Employer contribution / active EE | $2,153 | $6,787-68.3% | $6,442-66.6% | $4,379-50.8% |
| Participant deferral / active EE | $8,907 | $9,750-8.7% | $9,284-4.1% | $6,730+32.3% |
| Admin fee / account holder | $20 | $19,707-99.9% | $19,076-99.9% | $14,365-99.9% |