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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,537 | $46,534+58.0% | $64,097+14.7% | $75,177-2.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 16.31% | 26.07%-9.8pp | 33.75%-17.4pp | 160.75%-144.4pp |
| Employer contribution / active EE | $3,791 | $1,976+91.8% | $2,750+37.8% | $2,671+41.9% |
| Participant deferral / active EE | $6,456 | $2,835+127.8% | $3,881+66.3% | $4,126+56.5% |
| Admin fee / account holder | $1 | $2,957-100.0% | $3,070-100.0% | $5,651-100.0% |