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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,422 | $155,555-56.7% | $146,866-54.1% | $155,188-56.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.93% | 115.41%-96.5pp | 102.85%-83.9pp | 148.84%-129.9pp |
| Employer contribution / active EE | $5,970 | $4,647+28.5% | $4,425+34.9% | $4,248+40.6% |
| Participant deferral / active EE | $10,230 | $8,044+27.2% | $7,759+31.8% | $6,531+56.6% |
| Admin fee / account holder | $91 | $14,755-99.4% | $13,620-99.3% | $14,480-99.4% |