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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,887 | $185,312-59.0% | $161,489-53.0% | $154,746-51.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.09% | 103.84%-87.7pp | 89.72%-73.6pp | 172.34%-156.2pp |
| Employer contribution / active EE | $1,801 | $4,769-62.2% | $4,268-57.8% | $4,379-58.9% |
| Participant deferral / active EE | $4,412 | $6,350-30.5% | $5,630-21.6% | $6,730-34.5% |
| Admin fee / account holder | $212 | $18,654-98.9% | $16,006-98.7% | $14,365-98.5% |