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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,821 | $92,186-42.7% | $105,624-50.0% | $77,762-32.1% |
| Participation rate | 100.0% | 81.0%+19.0pp | 75.3%+24.7pp | 70.6%+29.4pp |
| Annual return | 13.86% | 17.83%-4.0pp | 116.20%-102.3pp | 31.27%-17.4pp |
| Employer contribution / active EE | $7,262 | $3,376+115.1% | $3,168+129.3% | $2,728+166.2% |
| Participant deferral / active EE | $5,676 | $5,395+5.2% | $5,013+13.2% | $4,651+22.0% |
| Admin fee / account holder | $7 | $219-96.6% | $10,961-99.9% | $433-98.3% |