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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,896 | $154,228-52.1% | $145,433-49.2% | $137,256-46.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.53% | 74.59%-56.1pp | 66.58%-48.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,660 | $4,804-44.6% | $4,554-41.6% | $4,156-36.0% |
| Participant deferral / active EE | $6,305 | $8,216-23.3% | $7,897-20.2% | $6,407-1.6% |
| Admin fee / account holder | $116 | $14,344-99.2% | $13,129-99.1% | $12,270-99.1% |