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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,800 | $156,398-72.6% | $147,318-70.9% | $138,895-69.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.03% | 78.75%-63.7pp | 70.43%-55.4pp | 145.39%-130.4pp |
| Employer contribution / active EE | $4,369 | $4,853-10.0% | $4,593-4.9% | $4,194+4.2% |
| Participant deferral / active EE | $13,903 | $8,237+68.8% | $7,906+75.8% | $6,396+117.4% |
| Admin fee / account holder | $173 | $14,976-98.8% | $13,708-98.7% | $12,562-98.6% |