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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,273 | $178,174-69.5% | $156,181-65.2% | $137,256-60.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.05% | 84.19%-69.1pp | 64.87%-49.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $5,277 | $4,972+6.1% | $4,294+22.9% | $4,156+27.0% |
| Participant deferral / active EE | $8,850 | $6,888+28.5% | $6,132+44.3% | $6,407+38.1% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |