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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,362 | $172,111-59.1% | $150,298-53.2% | $137,256-48.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.10% | 69.37%-49.3pp | 62.79%-42.7pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,029 | $4,636-56.2% | $4,154-51.2% | $4,156-51.2% |
| Participant deferral / active EE | $3,461 | $6,166-43.9% | $5,453-36.5% | $6,407-46.0% |
| Admin fee / account holder | $145 | $16,471-99.1% | $14,116-99.0% | $12,270-98.8% |