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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,038 | $172,111-60.5% | $150,298-54.7% | $137,256-50.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.12% | 69.37%-49.3pp | 62.79%-42.7pp | 220.34%-200.2pp |
| Employer contribution / active EE | $10,857 | $4,636+134.2% | $4,154+161.4% | $4,156+161.2% |
| Participant deferral / active EE | $3,696 | $6,166-40.1% | $5,453-32.2% | $6,407-42.3% |
| Admin fee / account holder | $246 | $16,471-98.5% | $14,116-98.3% | $12,270-98.0% |